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Nvidia CFO emphasizes neutral partnership with AI customers as company diversifies beyond hyperscalers
Nvidia CFO Colette Kress emphasizes neutrality toward sovereign AI and cloud customers as ACIE segment hits $37B in Q1, reducing hyperscaler
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Timeline cronologica
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Nvidia CFO says non-hyperscale cloud already accounts for roughly half of data-center revenue
Nvidia CFO Colette Kress says data center revenue is splitting nearly evenly between hyperscalers and AI cloud, enterprise, and sovereign
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Nvidia CFO reports sovereign AI business doubles YoY, rises 35% QoQ
Nvidia CFO Colette Kress says sovereign AI revenue more than doubled YoY and rose 35% QoQ as nearly 40 nations build domestic AI infrastructure.
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Nvidia CFO emphasizes neutral partnership with AI customers as company diversifies beyond hyperscalers
Nvidia CFO Colette Kress emphasizes neutrality toward sovereign AI and cloud customers as ACIE segment hits $37B in Q1, reducing hyperscaler