NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom

Fuente: International Business Times

Three days after NVIDIA posted $96. 2 billion in quarterly revenue — the largest single-quarter result in semiconductor history — the company's vice president of hyperscale computing hand-delivered its first Vera CPU server and a Vera Rubin GPU to Amazon Web Services' headquarters in Seattle. That Vera CPU delivery to AWS, completed August 27, capped a week that crystallized a new financial truth: in the AI era, the companies building the picks and shovels are extracting far more value than the companies swinging them.

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