Detailed view for this entity.
“In the fourth quarter, hyperscalers expanded MI 350 series availability. Leading AI companies scaled their deployments to support additional workloads and multiple Neocloud providers launched MI350 series offerings that deliver ondemand access to Instinct infrastructure in the cloud.”
“That way these hyperscalers reduce their risk to Nvidia should there be some kind of supply problem, some kind of disruption, they have this second option to go to.”
“but at some point, perhaps around mid-year 2026, the hyperscalers might start slowing their spend as they await next gen networking products.”