Bloomberg posted a few noteworthy charts showcasing the catalyst that ChatGPT became 2 short years ago. Although AI was already in motion for many years, the race to spend clearly accelerated. Nvidia’s dominant rise with AMD growing and Intel continuing to lose share.

The could business across the three majors of Amazon AWS, Microsoft Intelligent Cloud and Google Cloud are well over $250 billion in annual revenues.

Consulting and professional services clearly has beneefited.

Data Center spend is projected to be above $350 billion in 2025.

And lastly, the server market growth.