big cloud providers

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 26, 2024 by Alex Kantrowitz · across every show →

Everything said about big cloud providers, oldest first

Jun 26, 2024 neutral
Assertion Supported
Kantrowitz: Big cloud providers drive about 45% of Nvidia's data center revenue
“And like something like 45% of Nvidia's data center revenue is coming from the big cloud providers, like those five customers.”
Alex Kantrowitz Jun 26, 2024 ▶ 15:22 Decoding the NVIDIA Trade - With Michael Batnick
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