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Nvidia could be primed to be the next AWS
The way Nvidia is growing and controlling a market feels in many ways like the early days of the cloud when AWS stormed out of the gate.
Over the years, AWS has grown into a tremendously profitable business, currently on a run rate close to $100 billion, one that even separate from Amazon would be a highly successful company. “AMD gains percentage points here and there depending on cycles in the market — when new cards are introduced — and inventory levels, but Nvidia has been in a dominant position for years, and that will continue,” Dow told TechCrunch. Whatever happens to Nvidia in the long run, it’s firmly in the driver’s seat right now, making money hand over fist, dominating a growing market and having just about everything going its way.
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