NVIDIA's reliance on Big Tech is indeed ending, as under Jensen's vision, Team Green is opting for a broader strategy, which is to cater to demand coming from "Sovereign AI" and will open up the next revenue frontier. NVIDIA to Offset Big Tech’s CapEx Slowdown by Meeting Growing AI Infrastructure Demand From Nation-States There's often a debate in the industry on NVIDIA's potential revenue sources, given that indicators suggest that Big Tech is exhausted when it comes to its spending on creating AI infrastructure necessary to fulfill customer demand. With that, the markets have perceived that NVIDIA's revenue will gradually […]
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