Nvidia's enterprise/neocloud segment growing 138.5% could overtake hyperscalers in 2-6 quarters
Beth_Kindig · x · 2026-10-31
Beth Kindig's back-of-napkin math: Nvidia's ACIE segment ($40.3B, +138.5% YoY) is growing faster than hyperscaler revenue ($48.7B, +101.2%) and could overtake it in 2-6 quarters, cushioning Nvidia as hyperscalers shift capex to custom chips. Dell, Supermicro and HPE echo the trend; Dell forecasts 100GW of the 200GW AI data center growth through 2030 from enterprises/neoclouds — a $1T infrastructure opportunity.
More from Venture
- Intel plunges 29%, falling below its 2000 dot-com era peak after 26 years — mitchdeg · 2026-10-31
- Anthropic files S-1 for Nasdaq IPO under ticker "ANT"; terms TBD — dl_weekly · 2026-10-31
- Agility Robotics lost $138.1M in 2025 as Brett Adcock's doom prediction nears — Rewkang · 2026-10-31
- DeepSeek's $15.8B round: Chinese state investors supplied 27%, up from 2% — rohanpaul_ai · 2026-10-31
- Reddit stock plunges 42% in 8 trading days as CEO says AI mode no longer drives traffic — SumitGup · 2026-10-31
- AI referral traffic grew 5.6x in 2 years but is still just 0.5% of visits, Growth Memo finds — SEO · 2026-10-31