Surveillance: Flying Blind with Bryson
Bloomberg Surveillance
00:00
The Future of Nvidia's Cloud Play
Nvidia has gone beyond this narrative of Nvidia being just a chip company. Now they have been partnering with the hyperscalers, especially Microsoft. And it's an application that sits on top of Microsoft cloud, which is how you consume generative AI. The addressable market for that is north of trillion dollars simply because when you look at how these services are deployed.
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