▶ 22:36 · $NVDA · AWS CEO says Nvidia partnership is tight and will continue buying enormous quantities for foreseeable future

episode briefing

Adam Selipsky – CEO of Amazon Web Services | In Good Company | Norges Bank Investment Management

2023-12-06 · 3 company · 7 thematic

sentiment

3 bull0 bear0 neu

speakers

nicolai tangen

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

adam selipsky

Runs the world's largest cloud provider (~$90B+ revenue, 32 regions, 33%+ market share). Previously CEO of Tableau (acquired by Salesforce). Rejoined Amazon in 2021 after 16 years at the company. Emphasizes Day One culture, customer obsession, and multi-decade investment horizons.

quote

“in the GPU space we're great partners with Nvidia and have a very tight relationship with Nvidia ... we continue to buy and use you know enormous quantities of chips from all of those companies and I don't foresee any change in that in the…”

—adam selipsky

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