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benzinga.com
139 days

Nvidia's Revenue Wouldn't Be 'Impacted...At All' If It Didn't Invest In CoreWeave: Analyst Explains Reason Behind Neo Cloud Investments - CoreWeave (NASDAQ:CRWV), Amazon.com (NASDAQ:AMZN)

1. Nvidia's investments may limit potential revenue from big cloud customers like AMZN. 2. Analyst suggests more focus on existing customers for revenue growth might be ideal. 3. Nvidia projected revenue for fiscal 2026 is $204.4 billion, a 56.6% gain. 4. Cloud computing market remains dominated by three big players, affecting pricing power. 5. High demand for GPUs continues among major cloud companies impacting supplier dynamics.

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FAQ

Why Neutral?

Nvidia's struggles with customer concentration may indirectly influence AMZN's growth potential.

How important is it?

Insights on Nvidia's strategy provide an indirect view of AMZN's competitive landscape.

Why Short Term?

Market responsiveness to changes in customer dynamics can affect AMZN's immediate supply chain.

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