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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

PDF

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

DRAM Monthly Datasheet Aug. 2024

2024/08/15

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Aug. 2024

2024/08/15

Semiconductors

EXCEL
Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

2024/06/24

Semiconductors

PDF
DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

2024/07/12

Semiconductors

PDF
DRAM Contract Price Jul. 2024

2024/07/31

Semiconductors

PDF
DRAM Contract Price Jun. 2024

2024/06/28

Semiconductors

PDF

AI Server PackageRelated Reports

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

2024/09/05

AI Server/HBM/Server

PDF

NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

2024/08/29

AI Server/HBM/Server

PDF

Analysis of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

2024/08/19

Wafer Foundries

PDF

NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

2024/08/06

AI Server/HBM/Server

PDF

Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs

2024/08/05

AI Server/HBM/Server

PDF

2025 AI Server and HBM Market Dynamics and Forecast

2024/07/31

AI Server/HBM/Server

PDF

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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

Overview

Spotlight Report

DRAM Monthly Datasheet Aug. 2024

NAND Flash Monthly Datasheet Aug. 2024

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

DRAM Contract Price Jul. 2024

DRAM Contract Price Jun. 2024

AI Server PackageRelated Reports

Outlook on CSPs' Deployment of AI Server Infrastructures and Self-Developed ASIC Solutions

NVIDIA Over Twofold Growth in FY2Q25 Revenue Driven by Demand for Hopper GPU; New Blackwell Platform May Delay in Shipment Due to Cooling Issues

Analysis of the Development and Future Strategies of Japan’s Semiconductor Equipment and Materials Industry

NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

Demand for NVIDIA’s Product Lines for High-end GPUs Will Remain Strong in 2025, with YoY Growth Projected at 55%; New Plans for B200A Aim at Diversifying Customer Base among OEMs

2025 AI Server and HBM Market Dynamics and Forecast

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Aug. 2024

NAND Flash Monthly Datasheet Aug. 2024

Memory Price Forecast for 3Q24 – Price Hikes Will Vary for Different Memory Products and Servers Will Driving Memory Demand in 2H24

DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

DRAM Contract Price Jul. 2024

DRAM Contract Price Jun. 2024

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