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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Last Modified

2023-11-22

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Aperiodically

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PDF

Overview

TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerated the deployment of digital infrastructure...

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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

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

DRAM Contract Price Nov. 2024

DRAM Industry Analysis－4Q24

DRAM Contract Price Oct. 2024

AI Server PackageRelated Reports

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Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

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

DRAM Contract Price Nov. 2024

DRAM Industry Analysis－4Q24

DRAM Contract Price Oct. 2024

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Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

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

DRAM Contract Price Nov. 2024

DRAM Industry Analysis－4Q24

DRAM Contract Price Oct. 2024

AI Server PackageRelated Reports

AI Server Industry Analysis－4Q24

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

With Mass Production of NVIDIA’s GB200 Racks in 2025, Auras and Other Cooling Suppliers Are Optimistic About Strong Market Growth of Liquid Cooling Components

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

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

DRAM Contract Price Nov. 2024

DRAM Industry Analysis－4Q24

DRAM Contract Price Oct. 2024

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