Discover how alternative data can reveal insights on NVIDIA's future, paving the way for smarter investment strategies and unearthing fresh insights in the GPU market.
Good write-up Jason. The other data approach we've been taking is tracking panelized cloud spend across AWS, Azure, and GCP. Provides a read on share of spend by CPU supplier across cloud workloads, architecture mis of spend/usage, GPU market share, and pricing per hour of different chips.
Really interesting! Guessing its e-receipt based? Would be keen to hear more about the make up of the relevant panel that’s spending on cloud services.
Good write-up Jason. The other data approach we've been taking is tracking panelized cloud spend across AWS, Azure, and GCP. Provides a read on share of spend by CPU supplier across cloud workloads, architecture mis of spend/usage, GPU market share, and pricing per hour of different chips.
Really interesting! Guessing its e-receipt based? Would be keen to hear more about the make up of the relevant panel that’s spending on cloud services.
Issue with e-receipt is you can't really capture any B2B. We license a panel tracking ~$8B in b2b cloud spending.
Good stuff!