Justin Harkness
@justin_har93711
Head of Corporate for YipitData's AI, Cloud, and SaaS segments. Partnering with companies to provide market intelligence.
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Nvidia's moat isn't shrinking — it's growing in absolute terms. This chart tracks est. GPU cloud revenue by chip since Jan 2023: total spend is up ~8x, and Nvidia chips are still nearly the entire stack. AWS's Inferentia/Trainium? Still a rounding error.
Note that the data reflects large enterprise panelists, and excludes some major Tranium rental spenders like Anthropic.
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