''Every hyperscaler understands this: Compute = revenues,'' Nvidia CEO Jensen Huang says.

Compute equals revenues. Every hyperscaler understands this that capex translates to compute. Compute with the right architecture translates to maximizing revenues and compute equals revenues.Without investing capacity today, without investing in compute, there cannot be revenue growth. And that I think everybody understands. Compute equals revenues.Choosing the right architecture is incredibly important. It's more than strategic. Now it directly affects their earnings. ...