Rihard Jarc(@RihardJarc):Article on $NVDA & the neoclouds vs $AMZN, $MSFT & $GOOGL: - I cover how and why $NVDA wants to commoditize the data center layer, - How hyperscalers are attacking the chip design layer, - The neocloud business models in relation to $NVDA new revenue share and backstopping deals - Systemic risks that might arise for the whole sector if we continue down this path.

Rihard Jarc

@RihardJarc

Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.

Joined January 2016

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Rihard Jarc@RihardJarc

2026.08.13 12:38

Article on $NVDA & the neoclouds vs $AMZN, $MSFT & $GOOGL: - I cover how and why $NVDA wants to commoditize the data center layer, - How hyperscalers are attacking the chip design layer, - The neocloud business models in relation to $NVDA new revenue share and backstopping deals - Systemic risks that might arise for the whole sector if we continue down this path.