descriptive claim
Microsoft alone accounted for approximately 22% of Nvidia's Q4 FY2024 revenue, and large cloud providers collectively accounted for roughly half of Nvidia's data center revenue in that quarter.
desc_microsoft_share_nvidia_q4_revenue
confidence 0.75
Evidence (1)
supports (1)
- AI's $600B Question triangulationweight0.65
locator: section 'GPU stockpiles are growing'
“Microsoft alone likely represented approximately 22% of Nvidia's Q4 revenue.”