Nvidia Wants to Decouple Its Reputation From Meta, Amazon, Google, and Microsoft Nvidia's decision to break down its data center revenue into two categories – hyperscalers and AI Clouds, Industrial, and Enterprise (ACIE) – is an attempt to rebrand itself as a leader in AI innovation.
By doing so, CEO Jensen Huang wants investors to believe that the company's growth is no longer dependent on its big tech clients. The numbers suggest otherwise.
Hyperscaler data center revenue grew 12% quarter over quarter, while ACIE saw a more modest 31% growth. The hyperscalers still hold significant sway over Nvidia's bottom line.