According to statistical analysis by market tracking company Omdia, Nvidia sold approximately 500,000 H100 and A100 GPUs in the third quarter of 2023. Previously, Omdia estimated that Nvidia sold approximately 900 tons of GPUs through Nvidia's second-quarter sales. According to Nvidia's financial report, in the third quarter of this fiscal year, Nvidia earned $14.5 billion in revenue from data center hardware, almost quadrupling from the same period last year. This is obviously due to the H100 GPU, which has become popular with the development of artificial intelligence and high-performance computing (HPC).
Market tracking company Omdia said that Nvidia sold nearly 500,000 A100 and H100 GPUs, and the huge demand also resulted in H100-based servers taking 36 to 52 weeks to be delivered.
Meta and Microsoft are the largest buyers. They each purchased as many as 150,000 H100 GPUs, which greatly exceeded the quantities purchased by Google, Amazon, Oracle and Tencent (50,000 each).
It is worth noting that most server GPUs are supplied to hyperscale cloud service providers. Server OEMs (such as Dell, Lenovo, HPE) currently cannot obtain enough AI and HP CGPU.
Omdia expects sales of Nvidia's H100 and A100 GPUs to exceed 500,000 units by the fourth quarter of 2023.
However, almost all companies purchasing Nvidia H100 GPUs in large quantities are developing custom chips of their own for artificial intelligence, HPC and video workloads.
So purchases of Nvidia hardware are likely to taper off as they switch to their own chips.