Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“My argument is every time I see data center revenue, in my mind, I sort of make it synonymous with this is their ML segment.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…Yeah, but it's all happening in the data center is my point. Right. My argument is every time I see data center revenue, in my mind, I sort of make it synonymous with this is their ML segment. Yes, yes. That's what I'm saying. I agree. Now, the data center, this is really interesting, again, because they used to sell these cards that would get packaged, put on a shelf, a consumer would buy them. They made some specialty cards for the scientific computing market and stuff like that. But this data center opportunity, like man, do you know the prices that you can sell gear to data centers for? It makes the RTX 3090 look like a pittance.…
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