NVIDIA's earnings are $96.2B in a single quarter, up 106% year over year, with data center revenue at $89.0B on 117% growth. This is the result of a massive AI GPU compute demand curve.
Jensen Huang put it plainly: Compute is revenue.
The constraint is where GPU silicon can be powered, cooled, and switched on, close enough to the workload's actual location.
Aethir ACCELERATE is our answer: We already secured access to 10 data center building sites, up to 20MW, purpose-built for NVIDIA B300 and GB300 clusters of 64 to 256 nodes.
Site selection to live capacity in months, instead of the multi-year industry standard.