Dana Blankenhorn: Facing the Future • 39 implied HN points • 30 Oct 24
- Nvidia's rise marked the start of the AI boom, with companies heavily buying chips for AI tools. This growth continues, and Nvidia is now a leading company.
- Google's cloud revenue is growing quickly at 35%, while overall revenue growth is slower at 15%. This shows strong demand for AI services from Google.
- Despite revenue growth, Google's search revenue isn't doing as well, rising only 12%. This could mean they are losing some of their search market share.