Sat.Mar 01, 2025

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Lopsided AI Revenues

Tomasz Tunguz

Which is the best business in AI at the moment? I analyzed Q4 revenue data from publicly traded companies across multiple sectorssoftware companies, consulting firms, and hardware manufacturers to determine which segment dominates the AI market. NVIDIA’s data center business dominated the field, generating $31b in Q4 revenue with impressive margins exceeding 70%.

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"I scratched my own itch" isn't good enough

A Smart Bear: Longform

This isn't the humble-brag you think it is; The most common origin story is also common to startups that fail. But it's a start.

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