Nvidia Revenue Diversification

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Jensen Huang said something that should reframe how you think about Nvidia’s growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five cloud service providers has now grown to 40% of our company’s business. Most people think that most of our business is in the ... Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers