5min chapter

The Compound and Friends cover image

The One With Ryan Detrick

The Compound and Friends

CHAPTER

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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