NVIDIA's H100 Artificial Intelligence Graphics Processing Unit (AIGPU) has been a hot topic in the computing industry, topping the list in terms of record sales. Research firm Omdia disclosed that Nvidia’s H100 shipments in the second quarter of 2023 were 900 tons, which is a very interesting number.
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In hindsight, this analysis was odd in the first place, but Omdia didn't disclose the reasoning behind its shipments in terms of GPU "weight." It can be speculated that Omdia obtained the shipment data from a shipping provider, but this cannot be determined. When calculating the actual numbers, Omdia believes that a single H100 GPU weighs about 3 kilograms; therefore, TeamGreen is estimated to have sold about 300,000 H100 units in the second quarter, which is a huge number considering industry estimates.
The figures disclosed by Omdia involve many "factors" that need to be considered, such as the weight of a single H100 module and the GPU. Given that TeamGreen predicts that its AIGPU shipments will be very large, it is necessary to emphasize the H100 shipments. Not long ago, we reported that Nvidia plans to ship 1.5 million to 2 million AIGPUs by 2024, most of which will use the huge H100, and Omida's report shows that the company is expected to reach this milestone.
The GenAI craze has undoubtedly got technology companies rushing to catch up, and the H100 is proving to be the decisive catalyst for actual integration. Therefore, at a time when financial reports are rapidly moving toward "positive," one should expect Nvidia to reach astonishing numbers by the end of the year.
It can be said that Nvidia has formed a strong monopoly in the field of intensive computing, and its competitors' shipments cannot match the company's shipments. Interesting times are ahead and we will wait and see how the industry develops, especially Nvidia.