hyperscaler

“And I think what people still don't appreciate is they're probably dozens of sovereigns who are trying to get into the NVIDIA order book, and that they view it as one of their top three national priorities to build out AI capabilities. And I think the size you…”

“My hunch is, That the largest companies in technology, back to your network effects and your scale advantages, I'm not sure that smaller tech technology companies are seeing the benefits that the largest technology companies are. You know, so we'll see that as…”

“We've been in this period in Silicon Valley for four years where companies just stopped, like, they may have sent their M&A teams to the beach for all I know. There just has not been a lot of activity, certainly among the hyperscalers relative to what had exis…”

“If the hyperscalers become part of the customer set for the nuclear startups, that may be like 10 X better than selling just to utilities alone. Like you may have brought innovators to the table. On the purchasing side that may be more open-minded, that may be…”

“I think when you look at the streets estimates for capex, they're all far too low.”

“Roughly you can say hyperscalers are 50 ish percent of revenue, 50 to 60%, and the rest of it is Neo cloud slash sovereign AI.”

“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD o…”

“Where he said they already charge license fees to the large hyperscalers to use Lama and to provide it to them in certain ways, etc. I think it's de minimis revenue in the scheme of Meta, but, you know, he's smart enough in that. Bill Gurley: I don't know. Bra…”

“If those second layer and the third layer are both negative gross margin, the consumer's buying compute from the hyperscaler at a price that's lower than they would if they bought it directly because it's being subsidized by two players in the middle. And on t…”

“You could have a world with more like a dozen hyperscalers than like the two or three that we've had before.”

“Now what's, what's going on, of course, is that every one of their forecasts that they provide us, it turns out to have been wrong. Because they under forecasted, and so now we're always in a scramble mode, and so we've been in the scramble mode now for, you k…”