Nvidia has surpassed Apple and Microsoft to become the most valuable company globally, riding the AI wave as the largest supplier of AI GPUs with major customers like Microsoft and Amazon Web Services. However, CEO Jensen Huang has expressed concerns about whether these major buyers have enough data center space to install their AI chips, potentially affecting sales. In employee meetings, Huang discussed the need for cloud giants to expand their data center infrastructure to meet Nvidia’s demands. Nvidia has been thriving in the AI space since 2023, holding an estimated 80% market share in AI chip manufacturing and serving tech giants like Microsoft, Amazon, Meta, Alphabet, and OpenAI with its advanced GPUs. The company continues to innovate, launching the supercomputing AI GPU, Blackwell, and has plans to expand into consumer internet companies, automakers, and healthcare providers for future market share growth.
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https://timesofindia.indiatimes.com/technology/tech-news/how-microsoft-aws-are-keeping-nvidia-ceo-jensen-huang-worried/amp_articleshow/111120964.cms
Nvidia’s CEO Concerned about Microsoft and Amazon: Here’s Why – Times of India
