CSPs

topic on 3 shows · 3 statements across 3 episodes

Acquired No Priors the a16z Podcast

3 statements about CSPs, every show

NO PRIORS Opinion
Ramaswamy: A Multi-Cloud Data Platform Can Become as Large as a CSP
“A data platform that especially spans CSPs has the right, you have to earn it, has the right to be as large as a CSP itself.”
Sridhar Ramaswamy Nov 6, 2025 ▶ 26:45 No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
a16z Assertion Not checkable as stated
Huang: NVIDIA's top value to cloud providers is bringing them business
“Probably the single most important thing that we do for all the CSPs is bring them business.”
Jensen Huang Mar 20, 2025 ▶ 51:16 Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy
ACQUIRED 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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