Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bundle on top of it.
3mo ago
Underscored — save the words that stop you in your tracks.
