Diversification Concerns in NVIDIA's Data Center Revenue

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Big tech companies like Microsoft, Google, and Amazon contribute to 45% of NVIDIA's data center revenue, totaling over $10 billion. Concerns arise as these companies are developing their in-house AI chips. Analysts wonder how NVIDIA will compete if tech giants like Apple or Amazon launch their AI chips, questioning if NVIDIA is overly dependent on a limited customer base.

Episode 329: Neal and Toby discuss the latest poll that shows a majority of Americans believing the economy is worsening despite data showing the contrary. Then, Nvidia shows a strong earnings report that says AI is still riding high. Next, a scary turbulent Singapore Air flight reveals the most bumpy flights in the world and why it could get worse. Plus, Neal shares his favorite numbers of Graceland, California homes, and a feather. Lastly, Vivek Ramaswamy buys stake in Buzzfeed hoping to give it a revamp.

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00:00 - Prepare of Memorial Day travels

3:00 - Americans think economy is bad

7:20 - Nvidia crushes earnings

10:50 - Turbulent skies

14:00 - Neal’s Numbers

21:00 - Politicians buy stock

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