Nearly half of Nvidia’s revenue comes from just four mystery whales each buying $3 billion-plus

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Nearly half of Nvidia’s revenue comes from just four mystery whales each buying $3 billion-plus
fortune.com
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It seems unlikely that it’s all that mysterious

OpenAI/Microsoft, Amazon, Meta, and Google

There you go I solved the mystery

Google

Out of curiosity, why? They have their own TPU which they claim to be quite efficient. Is it because they can't produce enough? Or because they have to resell NVIDIA for their own cloud, Google Cloud, to customers because they prefer to stick to CUDA? Or something else?

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Dell, HPe and Supermicro. System integrators are buying shitloads to resell.

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