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