Who is buying Nvidia silicon? Context - the revenue bump
LLM boom as stated above. But what I’ve heard is that it hasn’t improved SWE companies revenue much? Revenue won’t improve unless these companies lay off many SWE and use the LLMs to generate code
Software companies need to defend their revenues - staying relevant is much more important during tech revolution
Next quarter boom will probably be China since they're making parts that are unrestricted
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Added context. Thanks
All the companies who are deploying copilot and other tools will need nvidia silicon for now. Also other research institutions. Complex display graphics. 18 billion in a quarter just selling silicon is unprecedented. There are hyperscalers who need them the most.