Nvidia (NASDAQ: NVDA) just reported third-quarter earnings, and it's still working through too much inventory and a tough market in China. Results were about what could be expected right now.

The biggest news, though, was a partnership with Microsoft's (NASDAQ: MSFT) cloud computing segment, Azure, to build a new supercomputer. Nvidia says Microsoft is the first public cloud business to adopt its full, advanced artificial intelligence (AI) stack built from Nvidia hardware and software.

It isn't the first deal like this announced lately. But it underscores how far Nvidia has come -- and how much it still has to gain in the coming years -- as its data center segment grows. Here's what investors need to know.

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Source Fool.com