CSPs

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 6, 2023 by Ben Gilbert · across every show →

Everything said about CSPs, oldest first

Sep 6, 2023 neutral
Assertion Supported
Cloud service providers account for half of Nvidia's data center revenue
“The CFO Colette Kress said on their last earnings call that about half of the revenue from the data center business unit is CSPs. And then I believe after that is the consumer internet companies, and after that is enterprises.”
Ben Gilbert Sep 6, 2023 ▶ 1:26:24 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
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