Nvidia’s Jensen Huang Is on Top of the World. So Why Is He Worried?
Around Christmas last year, Nvidia CEO Jensen Huang called a series of meetings with company executives to discuss a growing concern: whether Nvidia’s biggest customers were going to run out of data center space to install its artificial intelligence chips, which could hurt sales, according to someone who attended the meetings.Huang told colleagues he was worried cloud server providers such as Amazon Web Services and Microsoft, which collectively have been buying about half of Nvidia’s AI server...
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