AWS should buy more NVDA chip instead of their own chips...

来源: BrightLine 于 2025-05-21 07:28:24 [档案] [博客] [旧帖] [给我悄悄话] 阅读数 : (164 bytes)

回答: 24 analysts revised Amzn earnings downwards for the upcomin 由 BigMountain6 于 2025-05-21 07:23:34

Nobody wants their chips... so they don't have the capacity for Nvidia cloud service. MSFT totally relied on NVDA chips so Azure is doing better.

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