NVIDIA's position in the AI industry stems from its robust compute portfolio, but a WSJ report delves into Jensen's Web of Alliances, which is worth discussing.
When we talk about the biggest beneficiaries of the current AI cycle, there's no doubt that NVIDIA is leading the race, given its unique position in providing compute power for our AI models. NVIDIA sees demand not just from AI labs like OpenAI and Anthropic, but also from hyperscalers like Meta, Amazon, and Google, and from neoclouds like