Artificial intelligence is a buoyant sector, and NVIDIA is clearly cashing in on it – handsomely, actually. We study that the corporate shipped over 900t of playing cards devoted to AI within the second quarter… And not simply any playing cards, however H100s, GPUs promoting for tens of 1000’s of {dollars}!
900t of AI-dedicated GPUs shipped within the second quarter?
In itself, this information doesn’t add as much as a lot, however it’s all the time attention-grabbing to place issues into perspective. If Omdia is to be believed, NVIDIA bought at least 300,000 H100 GPUs within the earlier quarter. However, Omdia estimates that on this second quarter, the greens would have shipped at least 900t of {hardware}… That is, if we spherical up the load of a card to 3kg. In actuality, nevertheless, this isn’t fairly the case, because the PCIe model weighs in at 1.2 kg. Now the query is, how a lot heavier is the PCIe SXM card: ~2 kg.
Based on Tom’s Hardware estimates, and assuming that NVIDIA had bought 80% (240,000 SXM and 60,000 PCIe) of SXM-format playing cards, we get a weight of 552t. Even although that is effectively under the 900t determine put ahead by Omdia, it’s nonetheless spectacular, particularly over 1 / 4.
Now, by way of gross sales. NVIDIA introduced that its datacenter part recorded gross sales of $10.3 billion, in contrast with $2.49 billion for the gaming part. Bear in thoughts, nevertheless, that the chameleon doesn’t solely promote H100s on this sector. Nevertheless, if we estimate an H100 at $30,000, we find yourself with a determine of $9 billion in AI-related {hardware} alone, which simply goes to indicate how essential this sector is to the corporate!
