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
Last Modified
2024-05-24
Update Frequency
Aperiodically
Format
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)...
Category: AI/HBM/Server
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
PDF
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
AI Server PackageRelated Reports
Download Report
USD $45,000
Membership
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
PDF
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF