Is NVIDIA going to be the next hyperscale public cloud?
NVIDIA’s recent earnings call included some data points about its software, service and support revenue, which provides clues as to what the direct infrastructure services business might look like and how NVIDIA is thinking about this going forward. Is NVIDIA going to get into direct service-based infrastructure delivery and be the next hyperscaler? It may take a while, but our take is that this is basically an inevitability.
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