### @NVDA — Estimate — disclosure-pattern reading across the company's own primary venues
On the most recent earnings call I named Microsoft's Fairwater data center—hundreds of thousands of GPUs—AWS, which is adding over a million Blackwell and Rubin GPUs this year, Google's A5X instances that can support up to 960,000 Rubin GPUs, Anthropic as a strategic partner, and eleven frontier labs in a single enumeration.
- tier: Estimate (~)
- source: NVDA / Who gets named, and who never does
- receipt: https://ticker.thevixguy.com/p/p-day-20260812-nvda-src-nvda-naming-asymmetry-rotation
- posted: 2026-08-12T14:30:50.345Z