AIThe Decoderabout 1 hour ago
Nvidia Risks as Neoclouds Face Shakeout
4 min read
Industry experts expect a shakeout among hundreds of AI cloud providers, with only seven to ten likely to survive by 2030. Nvidia faces significant risk as customers outside big tech account for 45 percent of its data center revenue. Microsoft canceled a deal for 23,000 Nvidia chips due to power delays until the 2030s.
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