NVIDIA

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

Feb 07, 2025 | PDF

TrendForce forecasts uncertain growth for AI server shipments in 2025, influenced by US export controls, the rise of DeepSeek, and GB rack preparation progress. The base case projects 28% growth; the...

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

Feb 07, 2025 | PDF

According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

Jan 28, 2025 | PDF

TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reasses...

Humanoid Robot Market Bulletin_20250117

Jan 17, 2025 | PDF

At CES 2025, NVIDIA CEO Jensen Huang delivered the opening keynote, unveiling the Cosmos world model aimed at accelerating innovation in robotics and autonomous vehicle technology. He also introduced...

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Jan 15, 2025 | PDF

TrendForce indicates that NVIDIA will increase shipments of Blackwell GPUs featuring CoWoS-L in 2025, while US trade restrictions may reduce demand for CoWoS-S. NVIDIA's adjusted CoWoS order...

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Jan 15, 2025 | PDF

According to the latest research by global market intelligence firm TrendForce, shipments of chips under NVIDIA’s new Blackwell platform, which is set to launch in 2025...

NVIDIA Launched Cosmos Platform in CES 2025 to Actualize Robots from Virtuality to Reality through World Foundation Models

Jan 13, 2025 | PDF

The Consumer Electronics Show (CES 2025), focusing on “Dive In” as the annual topic, was convened in early January 2025 lasting for four days. The event, through discovering consumers’ pain points and...

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

Jan 07, 2025 | PDF

TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with N...

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Dec 06, 2024 | PDF

TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Dec 06, 2024 | PDF

According to global market intelligence firm TrendForce, NVIDIA has become increasingly dominant in the AI GPU market since the initiation of GenAI actuated by ChatGPT in 2023...

Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

Dec 02, 2024 | PDF

TrendForce reports that mobile DRAM revenue grew by 4.7% QoQ in 3Q24, supported by Apple's new devices and early stocking for NVIDIA's GB200. Despite weak demand from the Android cam...

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Nov 22, 2024 | PDF

TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Nov 22, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, NVIDIA generated US$35.1 billion of revenue...

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

Nov 15, 2024 | PDF

Auras shared an optimistic outlook during its latest earnings call. The company expects overall business growth next year, driven by an increase in shipments of liquid cooling components...

SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method

Oct 30, 2024 | PDF

TrendForce indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy rep...