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English(EN) Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers

Nvidia 数据中心增长超越超大规模用户实现多元化

Nvidia 公布了强劲的第二财季财报,营收达到 962 亿美元,数据中心营收为 890 亿美元,均同比大幅增长。公司首席财务官 Colette Kress 强调,Nvidia 的数据中心业务中约一半现在来自微软、Google、Amazon 和 Meta 等主要超大规模用户以外的客户。这种多元化包括主权人工智能计划、区域云服务提供商和企业部署,表明人工智能基础设施的采用正在扩大。 AI

影响 将人工智能基础设施需求的基础扩展到主要科技公司之外,预示着人工智能硬件供应商的持续增长。

排序理由 Nvidia 的财报及其首席财务官关于业务超越超大规模用户实现多元化的评论。[lever_c_demoted from significant: ic=1 ai=0.7]

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Nvidia 数据中心增长超越超大规模用户实现多元化

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Nvidia 的财报及其首席财务官关于业务超越超大规模用户实现多元化的评论。[lever_c_demoted from significant: ic=1 ai=0.7]
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报道来源 [1]

  1. Fortune TIER_1 English(EN) · Sheryl Estrada ·

    英伟达CFO称,其数据中心业务约一半来自超大规模用户以外的客户

    Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.