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Models, margins and the business decisions behind applied AI. Reporting and analysis from Fathom Tech.

A quarter of Nvidia’s business next year comes from labs it is financing
AI Business

Nvidia's $50 Billion Bet: How Chip Maker Finances Its Own Demand

Nvidia has invested nearly $50 billion in AI labs that purchase its processors, with commitments exceeding $500 billion lined up through partnerships. The arrangement will account for roughly a quarter of the company's revenue next year, according to CFO Colette Kress.

·4 min read

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