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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
Last Modified
2024-05-24
Update Frequency
Aperiodically
Format
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)...
Spotlight Report
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DRAM Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
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NAND Flash Monthly Datasheet Nov. 2024
2024/11/14
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EXCEL
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Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
2024/09/30
Semiconductors
PDF
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DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production
2024/11/11
Semiconductors
PDF
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DRAM Contract Price Sep. 2024
2024/09/30
Semiconductors
PDF
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DRAM Contract Price Nov. 2024
2024/11/29
Semiconductors
PDF
AI Server PackageRelated Reports
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Spotlight Report
-
DRAM Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
-
Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
2024/09/30
Semiconductors
PDF
-
DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production
2024/11/11
Semiconductors
PDF
-
DRAM Contract Price Sep. 2024
2024/09/30
Semiconductors
PDF
-
DRAM Contract Price Nov. 2024
2024/11/29
Semiconductors
PDF