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- Hacker News
- The only company that actually profits from the AI craze.
- > The only company that actually profits from the AI craze.
NVidia is doing great too: they're selling the picks and shovels in this AI gold rush.
- The AI demand is a lucky external event, but you only get exposed to these if you stick around. Lesson for Google not to kill products so quickly, maybe?by ahartmetz
- Seems like it's Cloud that's earning money for them; not 'products'.by wildrhythms
- I’m sure the market is less interested in that number in isolation, and how that number compares to growth in other cloud platforms like Azure and AWS during the AI times