Nearly half of Nvidia’s revenue comes from just four mystery whales each buying $3 billion-plus (fortune.com)
from yogthos@lemmy.ml to technology@lemmy.ml on 31 Aug 2024 22:52
https://lemmy.ml/post/19793579

#technology

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Blizzard@lemmy.zip on 31 Aug 2024 23:26 next collapse

No paywall

mozz@mbin.grits.dev on 01 Sep 2024 00:28 collapse

It seems unlikely that it’s all that mysterious

OpenAI/Microsoft, Amazon, Meta, and Google

There you go I solved the mystery

InvertedParallax@lemm.ee on 01 Sep 2024 05:37 next collapse
utopiah@lemmy.ml on 01 Sep 2024 12:19 next collapse

Google

Out of curiosity, why? They have their own TPU which they claim to be quite efficient. Is it because they can’t produce enough? Or because they have to resell NVIDIA for their own cloud, Google Cloud, to customers because they prefer to stick to CUDA? Or something else?

Bitrot@lemmy.sdf.org on 01 Sep 2024 13:15 collapse

Different applications have better performance on one vs other. Google Cloud still offers a lot of Nvidia options.

Nomecks@lemmy.ca on 01 Sep 2024 14:20 next collapse

Dell, HPe and Supermicro. System integrators are buying shitloads to resell.

loaExMachina@sh.itjust.works on 02 Sep 2024 17:49 collapse

And they would’ve gotten away with it if it wasn’t for you meddling kid!