January 18, 2025

Nvidia’s Mysterious Mega-Client: Is Microsoft the Silent Powerhouse?

Nvidia, the undisputed titan of the artificial intelligence chip market, seems to be harboring a secret weapon: an undisclosed customer that commands a staggering portion of its revenue. This revelation has sent shockwaves through the tech industry, prompting analysts and investors to embark on a quest to uncover the identity of this enigmatic partner. UBS, … Nvidia’s Mysterious Mega-Client: Is Microsoft the Silent Powerhouse?

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January 18, 2025

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