Advanced Micro Devices Inc. has won big data centre orders from OpenAI and Oracle Corp., and its data centre revenue is projected to jump about 60 per cent to almost US$26 billion in 2026, according to data compiled by Bloomberg. Meanwhile, Alphabet, Amazon.com, Meta Platforms Inc. and Microsoft Corp., which account for more than 40 per cent of Nvidia’s revenue, are building their own chips in an attempt to get around the expense of buying Nvidia’s, which can cost more than US$30,000 apiece.
Nvidia’s US$4 trillion stock rally faces more threats than ever
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