Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October (Christiaan Hetzner/Fortune)

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Christiaan Hetzner / Fortune:
Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October  —  Nvidia founder and CEO Jensen Huang doesn't have any real competition in the market for AI training chips.  —  MADS CLAUS RASMUSSEN—RITZAU SCANPIX/AFP VIA GETTY IMAGES

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