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

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Last Modified

2024-08-29

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Update Frequency

Aperiodically

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Format

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Overview

As indicated by the survey of global market intelligence firm TrendForce, NVIDIA’s latest FY2Q25 financial report shows that the supplier has generated an overall revenue...

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AI Server PackageRelated Reports

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

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2025/02/07

AI Server/HBM/Server

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PDF

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

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2025/01/28

DRAM

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PDF

2025 AI Server Market and Key Supply Chain Dynamics

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2025/01/24

AI Server/HBM/Server

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PDF

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

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2025/01/15

Wafer Foundries

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PDF

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

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2025/01/07

AI Server/HBM/Server

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PDF

AI Server Industry Analysis－4Q24

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2024/12/31

AI Server/HBM/Server

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