Will Nvidia’s Dual Strategy Succeed? Reducing Reliance on Hyperscalers While Strengthening China AI Market Share

Nvidia, the undisputed leader in the AI computing market, is currently navigating different balancing acts to maintain its leadership. On one side, it’s trying to reduce reliance on cloud hyperscalers like AWS and Google Cloud, which account for over 50% of its data center revenue. On the other hand, it is doubling down on China’s … Read more

Microsoft and AWS Drive Cloud Growth in Europe and LATAM with Major Investments

Microsoft and AWS cloud expansion

Microsoft and Amazon Web Services (AWS) have announced their plans to expand their cloud infrastructure with major investments in two key global regions, Europe and LATAM. Microsoft will increase its European data center capacity by 40% by the end of 2027, bringing its total to more than 200 data centers across 16 countries, with significant … Read more