Surging AI capital expenditure by the largest U.S. cloud companies was the princ

Details

as of

2024-10-30

statement

Surging AI capital expenditure by the largest U.S. cloud companies was the principal driver of NVIDIA's Data Center revenue.

about → company4

• Amazon
• Meta
• Microsoft
• NVIDIA

about → gpu2

• H100 Tensor Core GPU
• H200 Tensor Core GPU

about → capital expenditure1

• Alphabet 2024 capex

supports → prediction1

• Accelerating hyperscaler spending into 2025 will sustain demand for NVIDIA's Hop