NVIDIA QApr26
- New DC segmentation gives a picture of hyperscaler vs all other. AI cloud/industrial/enterprise lumped in ACIE. 50-50 between hyperscaler and ACIE- ACIE grew faster than hyperscaler in 3 out of last 5 quarters.- $20B Vera stand-alone CPU revenue in FY27 (CY26); sees $200B TAM vs $100B+ quoted by Arm/AMDSource: Sravan Kundojjala
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