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How NVIDIA Is Becoming an Infrastructure Company
NVIDIA's stock is up more than 4% in the past five days, even as Microsoft slips. But Lucas argues the real story isn't the latest GPU cycle; it's the quiet shift in NVIDIA's business model toward becoming a provider of AI infrastructure as a service. Drawing on NVIDIA's recent move to offer DGX Cloud and its partnership with major cloud providers, Lucas explains why this transformation could decouple NVIDIA's revenue from the volatile chip-buying cycle. Luna challenges him on the threat from hyperscalers building their own chips, and Lucas responds with data on…
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