Fortune magazine reports that: Nearly half of Nvidia’s revenue comes from just four mystery whales each buying $3 billion–plus - let me get this straight… four customers buying $3 billion plus in chips? FOUR!! Let me offer what I consider a safe guess: each of the four is working on vast #AI projects. That would mean Meta, Apple, Google and OpenAI, if my guess is correct, are sucking up almost half of #Nvidia chips being produced.
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