Nvidia’s Phenomenal Success in Q2 2023: 900 Tons of H100 GPUs Sold
Nvidia, the tech giant renowned for its prowess in the AI market, has once again hit the jackpot, reaping substantial profits. Recent reports reveal that the company enjoys an astounding 1000% profit margin on each Nvidia H100 graphics card it sells in the AI market.
In an illuminating revelation, Omdia, the respected analyst firm, suggests that Nvidia managed to offload a staggering 900 tons of H100 GPUs in the second quarter of 2023 alone. This estimate is derived from the 300,000 units of H100 graphics cards shipped during this period.
It’s worth noting that while the figure of 900 tons might slightly exceed the actual weight of the H100 graphics cards, it underscores Nvidia’s tremendous success in Q2.
The Nvidia H100 graphics card comes in various forms, each with its own weight specifications. The PCIe card, for instance, weighs approximately 1.2kg, whereas the weight of the SXM module remains undisclosed. However, a similarly sized OAM module with a comparable TDP would typically weigh around 2kg.
Looking ahead, Omdia predicts that if Nvidia can sustain this momentum, the company’s projected sales for this year could reach a staggering 3600 tons, translating to approximately 1.2 million H100 units sold.
It’s essential to note that these estimations are exclusively based on Nvidia H100 GPUs, but Nvidia’s influence in the market extends far beyond this. The company offers a range of other products, such as the A800, A100, and A30, which could further boost their sales figures.
Considering the current AI sector boom, Nvidia is poised to maintain or even surpass this level of success in the near future. However, this newfound potential market dominance might shift Nvidia’s focus away from the gaming market.
As a consequence, Nvidia might prolong the lifecycle of its desktop-based graphics cards beyond the traditional biennial release cycle. Recent releases from Nvidia have also been met with criticism due to their reluctance to offer products at more affordable prices.