The Dawn of AI : Pricing Power & Profits in NVidia's Business
Tom Tunguz
AUGUST 22, 2023
The Data Center business, which sells to clouds & consumer companies drove nearly all of the growth, surging 141% quarter-over-quarter to $10.3b & nearly 3x annually. The company’s pricing power at work : limited supply & increased demand pushes prices higher. Revenue grew 88% in a quarter, nearly doubling.
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