NVIDIA

Global Trends in Cloud AI Chip Industry  (Presentation) | TrendForce

Global Trends in Cloud AI Chip Industry (Presentation)

May 08, 2024 | PDF

1. Status-quo of the Cloud AI Chip Market 2. Developments of Cloud AI Chipmakers Worldwide 3. Developments of CSPs’ Self-designed AI Chips 4. TRI’s View

HBM3e to Become Mainstream after 2H24; Samsung’s Time of Provision Serves as Pivotal Factor | TrendForce

HBM3e to Become Mainstream after 2H24; Samsung’s Time of Provision Serves as Pivotal Factor

Apr 19, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, mainstream HBM specifications have been evolving from HBM3 adopted by H100 and MI300 series...

Trends in Global Silicon Photonics Industry | TrendForce

Trends in Global Silicon Photonics Industry

Apr 12, 2024 | PDF

Silicon photonics, which emerges from the synthesis of silicon-based integrated circuits and semiconductor lasers, plays a pivotal role in advancing semiconductor technologies. This report aims to ana...

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward | TrendForce

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Apr 11, 2024 | PDF

Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...

Adoption of Domestically Sourced Chips Will Grow in Chinese AI Market during 2024 Due to US Export Control Rules | TrendForce

Adoption of Domestically Sourced Chips Will Grow in Chinese AI Market during 2024 Due to US Export Control Rules

Mar 05, 2024 | PDF

Global market intelligence firm TrendForce reports that the recently released report on NVIDIA’s financial results for FY4Q24 showed stellar performance, with the total revenue for the reporting perio...

Trends and Competitions of AI Chip Market under Era of Gen AI | TrendForce

Trends and Competitions of AI Chip Market under Era of Gen AI

Mar 05, 2024 | PDF

The AI chip is undoubtedly the lifebuoy of the technology industry in 2023, creating new vitality in the industry downturn. In 2024, this wave will undoubtedly continue to sweep through the industry w...

NVIDIA’s Data Center Revenue Showed YoY Growth Exceeding 400% for FY4Q24 Thanks to Strong Demand from Major North American CSPs | TrendForce

NVIDIA’s Data Center Revenue Showed YoY Growth Exceeding 400% for FY4Q24 Thanks to Strong Demand from Major North American CSPs

Feb 23, 2024 | PDF

Global market intelligence firm TrendForce reports that North American CSPs continue to actively develop generative AI technologies and build out the infrastructure for supporting large language model...

CSP In-House AI Chip Manufacturing: Trend Analysis (Presentation) | TrendForce

CSP In-House AI Chip Manufacturing: Trend Analysis (Presentation)

Jan 24, 2024 | PDF

1. Cloud AI Chips: Market Status 2. CSP In-House AI Chip Manufacturing: US 3. CSP In-House AI Chip Manufacturing: China 4. TRI’s View

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls | TrendForce

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Nov 22, 2023 | PDF

TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerate...

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024 | TrendForce

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024

Nov 20, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...

Generative AI: Applications, Developments, and Challenges in the Gaming Market | TrendForce

Generative AI: Applications, Developments, and Challenges in the Gaming Market

Nov 02, 2023 | PDF

In traditional game development, there’s an inherent trade-off known as the “quality-speed-cost” triangle, where usually only two aspects can be prioritized at one time. For example, focusing on quali...

Analysis of AI Chip Competition between NVIDIA and AMD (Presentation) | TrendForce

Analysis of AI Chip Competition between NVIDIA and AMD (Presentation)

Oct 06, 2023 | PDF

1. Business Performance Comparison 2. Products Comparison 3. Chip Performance Comparison 4. Other Competitors 5. TRI’s View

NVIDIA’s Financial Report for FY2Q24 Reveals Data Center Business Comprises Over 76% of Total Revenue for the First Time, Driven by Strong Demand for Cloud AI Servers from CSPs and Enterprises | TrendForce

NVIDIA’s Financial Report for FY2Q24 Reveals Data Center Business Comprises Over 76% of Total Revenue for the First Time, Driven by Strong Demand for Cloud AI Servers from CSPs and Enterprises

Aug 24, 2023 | PDF

Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s...

2H23 Dynamics of AI Server Market Forecast | TrendForce

2H23 Dynamics of AI Server Market Forecast

Aug 04, 2023 | PDF

1. Dynamics of AI Server Market 2. HBM Market Outlook 3. Key Takeaways

HBM Sees Marginal Shifts in Market Shares for 2023 and 2024 amidst Successive Demand Increment among End Clients | TrendForce

HBM Sees Marginal Shifts in Market Shares for 2023 and 2024 amidst Successive Demand Increment among End Clients

Aug 04, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, Samsung has simultaneously acquired a large extent of demand from its strategic partners Google and AWS...

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