SemiBizIntel(@siliconomy):The first stage of Nvidia's impressive growth journey has been fuelled by the AI training needs of Cloud companies and AI Natives like OpenAI. While the AI investment commitments from the cloud companies remain strong, Nvidia is looking to develop more income streams. Given the number of names mentioned in the conference call, the Enterprise segment is a high-value target. Nivida mentioned 19 Enterprise companies in the call. I have yet to detect meaningful AI investments outside Tesla in the enterprise segment, but I could be missing something. The AI models could be deployed elsewhere. As an IT infrastructure novice, I needed to upgrade my knowledge. This is what I found.

2024.11.30 07:41

The first stage of Nvidia's impressive growth journey has been fuelled by the AI training needs of Cloud companies and AI Natives like OpenAI. While the AI investment commitments from the cloud companies remain strong, Nvidia is looking to develop more income streams. Given the number of names mentioned in the conference call, the Enterprise segment is a high-value target. Nivida mentioned 19 Enterprise companies in the call. I have yet to detect meaningful AI investments outside Tesla in the enterprise segment, but I could be missing something. The AI models could be deployed elsewhere. As an IT infrastructure novice, I needed to upgrade my knowledge. This is what I found.