nvidia $NVDAB sorts its data centre sales into two piles, the big cloud companies and everyone else.
-- in may it said the cloud pile grew 115% and the other one 74%.
--in august it published the same quarter again and they're 93% and 91%.
the money never changed, $75.2mn either way. one customer worth $5.18mn got moved from one pile to the other in last year's figures.
https://x.com/nodiligence/status/2093645958777335981
-- in may it said the cloud pile grew 115% and the other one 74%.
--in august it published the same quarter again and they're 93% and 91%.
the money never changed, $75.2mn either way. one customer worth $5.18mn got moved from one pile to the other in last year's figures.
https://x.com/nodiligence/status/2093645958777335981
