Almost every major AI infrastructure company is now a SemiAnalysis customer
We had some major companies that were customers, but now almost every major company in the AI infrastructure, server, model, space from sub-components all the way through to clouds and hyperscalers have become customers, which is a big shift.
in an interview with Business Insider
D
Dylan PatelSemiAnalysis · Founder
Where it comes from
How Analyst Dylan Patel makes connections from Nvidia to the semiconductor industry and the tech it enablesWhat the article says
You're currently following this author! Click to unsubscribe from email alerts. Nvidia CEO Jensen Huang isn't the only one who has gone from uber-nerd to tech luminary in the space of a few years.
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