Analysis reveals that Meta and Microsoft purchased 150,000 NVIDIA H100 GPUs, 3 times more than Google, Amazon, and Oracle
NVIDIA's revenue in the third quarter of 2024 increased 206% year-on-year, marking a record high. With the spread of generative AI, the demand for GPUs required for machine learning has increased significantly, and analysis shows that transactions with companies that operate data centers are booming.
NVIDIA Announces Financial Results for Third Quarter Fiscal 2024 | NVIDIA Newsroom
Nvidia sold half a million H100 AI GPUs in Q3 thanks to Meta, Facebook — lead times stretch up to 52 weeks: Report | Tom's Hardware
Nvidia Reportedly Sold 500,000 H100 AI GPUs in Q3 Alone | Extremetech
https://www.extremetech.com/computing/nvidia-reportedly-sold-500000-h100-ai-gpus-in-q3-alone
NVIDIA's revenue in the third quarter of 2023 was $ 18.12 billion (approximately 2.66 trillion yen), the highest ever. Approximately 80% of the total, or 14.51 billion dollars (approximately 2.13 trillion dollars), was from products for data centers.
According to market analysis company Omdia, more than 500,000 NVIDIA H100 GPUs for data centers, which cost millions of yen, were sold in the quarter alone, and it is estimated that 150,000 of those were purchased by Meta and Microsoft. They say it can be done. The remaining 200,000 units went to Oracle, Tencent, Google, and Amazon, each with 50,000 units each.
Our analysis shows that H100-based servers are in high demand, with some having latency times of up to 36 to 52 weeks.
Although sales of NVIDIA products are strong, all of the above companies that purchased H100 are working on developing their own custom silicon, so it is expected that they will shift from NVIDIA GPUs to their own products in the future, resulting in a decline in unit sales. It is expected that it will.
However, Omdia analyzes that the H100 and the older model 'A100' still maintain high demand, so NVIDIA will likely deliver good results in the fourth quarter as well. Omdia also predicted growth in the overall data center market, commenting that total revenue will nearly double by 2027.
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