Thanks for this. Any idea what the lifespan of a GPU used in a data center is likely to be? Any reason to believe there will be a replacement cycle in 3 - 5 years for GPUs currently being installed?
What's the next wall of worry? :) It looks worries about competition, air pocket, and maybe even ethernet has died off. Has the market realized nvidia is king yet?
Thanks for this. Any idea what the lifespan of a GPU used in a data center is likely to be? Any reason to believe there will be a replacement cycle in 3 - 5 years for GPUs currently being installed?
What's the next wall of worry? :) It looks worries about competition, air pocket, and maybe even ethernet has died off. Has the market realized nvidia is king yet?
Nvda now getting close to 1200.. some fund I/O PM said this morning Nvda can get to $10T... whats your thoughts on this
10T is a bit wild, and that is uhhhh yeah we have to see a lot before then. Now biggest company in the world (~1400) is easily my guess.
Where are the breakdowns for the data center available? I failed to find it. Could you tell me the source? Thanks:)
Its on the investor relations website. You can see it under CFO commentary, and in the press release itself.