The Compound and Friends cover image

The One With Ryan Detrick

The Compound and Friends

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Evolving Data Center Revenue and Strategic Shifts

This chapter delves into the significant growth in data center revenue for a company, highlighting a shift towards services over product sales in the computing infrastructure landscape. The discussion compares NVIDIA's move to an enterprise services model with Apple's transformation into a services business, emphasizing the impact on data center expectations and market dynamics.

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