はじめに Xの投稿にNVIDIAのビッグカスタマーの情報が上げっていたので、記録として残します。 $NVDA's top 4 customers account for 40% of revenues, and every one of them is actively working on their own custom AI siliconAI capex will keep flowing to NVDA in the short run, but what will happen when initia…
