Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“I think that probably does create some shifting sands that the cloud market is going to have to navigate.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…But physically, they’re data centers. Yeah. There is a mile of distance, metaphorically, between an Equinix and an AWS. But they’re data centers, and there is a fundamental shift, at least according to Jensen, that is happening in data centers. I think that probably does create some shifting sands that the cloud market is going to have to navigate. I bet the way it plays out is that where you landed in Cloud 1.0 strongly dictates where you’ll land in this AI cloud era? Because at the end of the day, if customers are demanding Nvidia stuff, then the cloud providers have every incentive in the world to make it so that you can run your applications created in their cloud.…
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