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Nvidia already announced in 2023 a partnerhsip for a 2 GW system in India. That was before even Blackwell was released. Back then that was a bigger deal than an
by Jlagreen 1mo ago
Nvidia already announced in 2023 a partnerhsip for a 2 GW system in India. That was before even Blackwell was released. Back then that was a bigger deal than any Hyperscaler.
Do people seriously think that data centers and AI compute is only built in US? WTF?
Hyperscalers reach their limit in CapEx while Nvidia continues to grow. Nvidia has no limits since their TAM is every industry and every enterprise as well as every person in the world who is interested in using AI compute.