It is all too simple to neglect that Nvidia’s AI-accelerating uber-GPUs began off as little greater than an experimental offshoot from graphics chips for gaming PCs. So, if we do find yourself as slaves to synthetic overlords, we actually will solely have ourselves accountable.
With that in thoughts, the most recent information is that Nvidia has offered 500,000 of its H100 AI chips in the latest accomplished quarter of 2023 in accordance with analysis outfit Omdia. Most estimates of unit costs of the H100 vary between $20,000 to $40,000 a pop, placing Nvidia’s revenues for these gross sales at between $10 billion and $20 billion.
Because it occurs, Nvidia says its information heart income for the interval clocked in at $14.5 billion, proper in the midst of that vary. So, all of it provides up.
Among the many extra fascinating snippets from the Omdia information (through Tom’s {Hardware}) is the id of Nvidia’s greatest clients for its expensive AI chips. All of us knew that Microsoft was huge on AI, so 150,000 H100s in that route is not an enormous shock, even when the price of just below $5 billion on the purported common unit worth remains to be an absolute hill of cash.
However what about Fb’s guardian firm Meta taking the identical quantity? What are they doing with all of them…? That is 3 times as many, allegedly, as each Google and Amazon, each of that are mentioned to have purchased 50,000 H100s in the latest quarter.
Tesla is on the checklist with a mere 15,000 items. That is nonetheless about half a billion {dollars}’ value.
As if these numbers weren’t large enough, Omdia reckons Nvidia’s revenues for these huge information GPUs will truly be double in 2027 what it’s at the moment. They will not all be used for big language fashions and related AI purposes, however numerous them will.
It is fascinating that Omdia is so bullish about Nvidia’s prospects on this market even supposing a lot of Nvidia’s greatest clients on this market are literally planning on constructing their very own AI chips. Certainly, Google and Amazon already do, which might be why they do not purchase as many Nvidia chips as Microsoft and Meta.
Robust competitors can also be anticipated to return from AMD’s MI300 GPU and its successors, too, and their are newer startups together with Tenstorrent, led by probably the most extremely regarded chip architects on the planet, Jim Keller, making an attempt to get in on the motion.
One factor is for certain, nevertheless, all of those numbers do relatively make the gaming graphics market look puny. We have created a monster, of us, and there is no going again.
