Nvidia CEO Stresses Opportunities Outside Hyperscale Customers
Dow Jones06:24
1818 ET [Dow Jones]--Nvidia CEO Jensen Huang emphasizes the company's opportunity with customers beyond hyperscalers, telling analysts that sovereign AI customers, enterprises, neoclouds, startups and other non-hyperscale customers together represent around half of Nvidia's business. The hyperscalers are only "half of the picture," Huang says. "What you don't see is just really tremendous opportunities outside of the hyperscalers." He adds that these customers typically seek a full-stack platform and don't need their own custom silicon, a nod to investors concerned about competitive pressures from custom chip makers. Nvidia shares gain 4% after hours.
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