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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)...

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AI Server PackageRelated Reports

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

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NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

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AI Server/HBM/Server

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Implications and Impact of DeepSeek

2025/02/25

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DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

2025/02/07

AI Server/HBM/Server

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DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

2025/01/28

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PDF

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