#财经新势力#
With the rapid development of the field of artificial intelligence, large-scale language models and chatbots have become hot spots in the industry. Especially after the ChatGPT fire released by OpenAI, $Google-A (GOOGL. US)$/$Google-C(GOOG. US)$, $Amazon(AMZN. US)$, $Microsoft (MSFT. US)$ and other technology giants have increased investment in research and development and application in the field of artificial intelligence. This has led to a dramatic increase in demand for NVIDIA's high-performance GPUs, including products such as the H100 and A100 for data centers. A number of manufacturers have vigorously purchased, making the supply of NVIDIA GPUs tight, which has attracted the attention of the industry.
Recently, some investment bank analysts said that due to NVIDIA GPU supply constraints, Microsoft and other manufacturers may be affected in achieving artificial intelligence revenue growth and expanding customer base in 2023. Analysts recommend paying attention to the risks associated with the lack of supply of NVIDIA GPUs.
While NVIDIA's H100 and A100 high-performance GPUs do face supply challenges, NVIDIA has struggled to address supply-side constraints. There are reports that the high demand for the Nvidia H100 will ensure that high sales will continue until 2024, and Nvidia expects to ship 1.5 million to 2 million units next year, a significant increase from the expected 500,000 units this year. As more and more vendors realize the potential of generative AI, the demand for NVIDIA's high-performance GPUs will continue to grow, and the tight supply situation is expected to continue for some time.
In the second quarter of fiscal 2024 ended July 30, NVIDIA's revenue doubled year-over-year and 88% sequentially to $13.507 billion. This is mainly due to the significant increase in demand for NVIDIA high-performance GPUs from related manufacturers. At the same time, NVIDIA's net profit increased by more than 400% year-on-year, showing strong profitability. Nvidia is expected to have revenue of $16 billion in the next fiscal quarter, a record high.
In short, the competition of technology giants in the field of artificial intelligence has intensified, and the demand for NVIDIA high-performance GPUs continues to grow. Although the supply is tight in the short term, as NVIDIA solves the supply constraints, the future performance is expected to continue to maintain rapid growth.
