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Easing of GPU Shortage Allowed Data Center Business to Account for 87% of NVIDIA’s Revenue for FY1Q25; Sources of Demand for AI Servers Expand beyond CSPs to Include Sovereign Cloud and Other Applications

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Last Modified

2024-05-24

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Update Frequency

Aperiodically

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Overview

Global market intelligence firm TrendForce reports that this year, NVIDIA’s revenue growth is primarily being driven by the demand from major North American CSPs, server brands (OEMs)...

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AI Server PackageRelated Reports

The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain, and the Penetration Rate of Liquid Cooling for AI Server Chips Will Reach 20-30% in 2025

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2024/09/11

AI Server/HBM/Server

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Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

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2024/09/05

AI Server/HBM/Server

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NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

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2024/08/29

AI Server/HBM/Server

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Analysis of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

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2024/08/19

Wafer Foundries

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NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

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2024/08/06

AI Server/HBM/Server

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Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs

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2024/08/05

AI Server/HBM/Server

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