Nvidia showed significant growth in its revenue in its most recent quarterly results, which is largely due to strong sales of data center products. Especially in the data center field, Nvidia's flagship H100 accelerator performed particularly well, with more than 500,000 GPUs sold in total. This data not only reflects the increasing market demand for high-performance computing, but also highlights Nvidia's leadership in the field of data center hardware.
Meta and Microsoft became the largest customers in the sales of the H100 accelerator, each purchasing 150,000 GPUs. The procurement behavior of the two tech giants not only drives Nvidia's sales performance, but also shows their continued investment in high-performance computing and artificial intelligence. In addition, other manufacturers have contributed 500,000 GPU sales, further consolidating Nvidia's share in the data center market.
Although Nvidia's sales performance is impressive, market analysts believe that as some companies gradually turn to using their own developed GPUs, Nvidia's sales may face certain pressure. However, based on current sales trends and market forecasts, Nvidia is still expected to achieve its sales targets in the fourth quarter. This forecast is based on Nvidia's strong performance in the data center market and the technological leadership of its products.
It is worth noting that the waiting time for the H100 server is currently expected to be 36 to 52 weeks, and this long lead time reflects the high demand for the H100 accelerator and the tight supply chain. This situation of supply and demand may continue for some time to come, especially in the context of the ever-expanding high-performance computing and artificial intelligence applications.
Going forward, the market is expected to gradually shift to using customized design chips to handle specific tasks such as AI inference and video transcoding. This trend will not only bring new opportunities for chip design companies, but will also drive innovation in the entire semiconductor industry. According to market research, the market size of customized chips is expected to double in 2027, which indicates that customized chips will play an increasingly important role in the fields of high-performance computing and artificial intelligence in the next few years.
Overall, Nvidia's success in the data center market not only reflects its technological strength, but also reflects the continued growth in the market's demand for high-performance computing. With the continuous advancement of technology and the evolution of market demand, Nvidia and other chip manufacturers will face new challenges and opportunities. In the future, how to deal with these changes and continue to innovate will be the key to determining whether they can maintain their lead in a highly competitive market.