Nvidia (NVDA) CEO Huang says they are going to talk about technology and platforms; NVDA has three platforms; one related to Cuda X, one is AI factories and the other is their systems
Importance
Level 1
- NVIDIA, is a platform company. We have technology, we have our platforms. We have rich ecosystem.
- Snowflake (SNOW), Databricks, MR, Amazon EMR (AMZN), Azure fabric (MSFT), Google Cloud (GOOGL), BigQuery, all of these platforms are processing data frames.
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