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Digitimes August 27, 2026 By DIGITIMES neutral

Chart: Nvidia's segment split tells only half the AI demand story

AI / LLMNVIDIA / GPUSupply ChainData Center
Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading is that the customer base is broadening. The sequence says something more specific.
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