3 ms·

I imagine one of them is Microsoft. Who is the other?

by turnsout 1y ago

rasz 1y ago
Oracle, OpenAI is paying them $Bajillions for infra.
- trallnag 1y ago
  What is Oracle doing right? They even got some government contracts in the US with their cloud platform.
  - abakker 1y ago
    Usually only the selling part. At which they have historically excelled.
araes 1y ago
At least from this article[1], comments on this reddit thread[2], and this Bloomberg article[3] (if you happen to have Bloomberg), the view appears to be Microsoft / Meta, with Amazon/Google afterward (they make more of their own). Results are out of date from 2024, yet the implication is that Customer A and B are still the same with increased spend. Google's search results on the subject also notably list them in that exact order ("Companies like Microsoft, Meta, Amazon, and Alphabet are the largest buyers") "Microsoft reportedly plans to amass some 1.8 million GPUs by the end of 2024" "Meta’s plans to purchase some 350,000 H100 GPUs" "Google and Amazon, which each purchased around 50,000 chips" "the four Big Tech companies account for nearly 40 percent of Nvidia’s revenue" [1] https://observer.com/2024/06/nvidia-largest-ai-chip-customers/ https://observer.com/2024/06/nvidia-largest-ai-chip-customer... [2] https://www.reddit.com/r/NvidiaStock/comments/1eh1vrc/who_are_nvidias_biggest_customers/ https://www.reddit.com/r/NvidiaStock/comments/1eh1vrc/who_ar... [3] https://www.bloomberg.com/news/articles/2024-02-21/nvidia-forecast-fails-to-impress-investors-after-dizzying-rally?sref=aPhxMSeh https://www.bloomberg.com/news/articles/2024-02-21/nvidia-fo...
- mrandish 1y ago
  > "the four Big Tech companies account for nearly 40 percent of Nvidia’s revenue" If that was true in 2024 and now only two account for ~40%, then I'm guessing all four probably account for over half of NVidia's quarterly revenue. If so... wow.

3 ms·

I imagine one of them is Microsoft. Who is the other?

by turnsout 1y ago

I imagine one of them is Microsoft. Who is the other?

rasz 1y ago
Oracle, OpenAI is paying them $Bajillions for infra.
- trallnag 1y ago
  What is Oracle doing right? They even got some government contracts in the US with their cloud platform.
  - abakker 1y ago
    Usually only the selling part. At which they have historically excelled.
araes 1y ago
At least from this article[1], comments on this reddit thread[2], and this Bloomberg article[3] (if you happen to have Bloomberg), the view appears to be Microsoft / Meta, with Amazon/Google afterward (they make more of their own). Results are out of date from 2024, yet the implication is that Customer A and B are still the same with increased spend. Google's search results on the subject also notably list them in that exact order ("Companies like Microsoft, Meta, Amazon, and Alphabet are the largest buyers") "Microsoft reportedly plans to amass some 1.8 million GPUs by the end of 2024" "Meta’s plans to purchase some 350,000 H100 GPUs" "Google and Amazon, which each purchased around 50,000 chips" "the four Big Tech companies account for nearly 40 percent of Nvidia’s revenue" [1] https://observer.com/2024/06/nvidia-largest-ai-chip-customers/ https://observer.com/2024/06/nvidia-largest-ai-chip-customer... [2] https://www.reddit.com/r/NvidiaStock/comments/1eh1vrc/who_are_nvidias_biggest_customers/ https://www.reddit.com/r/NvidiaStock/comments/1eh1vrc/who_ar... [3] https://www.bloomberg.com/news/articles/2024-02-21/nvidia-forecast-fails-to-impress-investors-after-dizzying-rally?sref=aPhxMSeh https://www.bloomberg.com/news/articles/2024-02-21/nvidia-fo...
- mrandish 1y ago
  > "the four Big Tech companies account for nearly 40 percent of Nvidia’s revenue" If that was true in 2024 and now only two account for ~40%, then I'm guessing all four probably account for over half of NVidia's quarterly revenue. If so... wow.