Source item
Open original source ↗“Blackwell sales are off the charts, and cloud GPUs are sold out - compute demand keeps accelerating and compounding across training and inference — each growing exponentially. AI is going everywhere, doing everything, all at once.” $NVDA https://t.co/XavOA6RUA3
DC reacceleration from 56% Y/Y growth to 66% this quarter. Implied further reacceleration to ~70% next Q.
2 segments
Segment 1 · characters 0–262 · Original segment ↗
Segment 2 · characters 264–369 · Original segment ↗