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Jensen Huang

πŸ‘€ Speaker
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5426 total appearances
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Podcast Appearances

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

of the infrastructure that they provide and that we require in order to deliver our products.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

So, you know, the relationship is in good shape.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

The shareholders voted down the acquisition yesterday.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And, you know, from a strategic perspective, I think everybody on both sides of the fence really felt like it made sense and it really just came down to price.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And for us,

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

You know, we put out a bid.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

As you said, we're quite inquisitive.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

We bought Marimo yesterday.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

We bought Weights & Biases, Monolith, OpenPipe.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

We've really been buying and building the AI cloud.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And there is a price point that made sense for us to move forward with that transaction.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And we have a plan.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And we are going to be very disciplined around that plan.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And at approximately 10%, it made sense.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

And if it's going to be above that, then we'll continue to use them as a vendor.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Well, Core Scientific now tries to diversify its own customer base other than just you.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Does that give you any worry?

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

No, not at all.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

Look, our footprint within the core scientific ecosystem is about, I think it's about 580 megawatts worth of infrastructure.

Bloomberg Tech
Amazon Shares Soar on Cloud Growth

This quarter, we've signed over 600 megawatts of infrastructure.