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Nvidia has introduced its income for the second quarter of this 12 months, revealing that the corporate has smashed data and crushed the identical quarter final 12 months by a ridiculous 101%.
Unsurprisingly, the largest positive aspects got here from Nvidia’s information centre section, which incorporates these cash spinning H100 GPUs (proven above) that are stated to value about $3,000 to supply, however reportedly promote for between $25,000 and $30,000. Good work if you will get it.
Anyway, information centre income are up 171% on the identical quarter final 12 months and 141% on the earlier quarter. All instructed, Nvidia raked in $13.51 billion. Notably, information centre incomes represented $10.31 billion of that total determine.
Commenting on the brand new numbers, Nvidia’s head honcho and pathological leather-based jacket exponent Jensen Huang stated, “a brand new computing period has begun. Corporations worldwide are transitioning from general-purpose to accelerated computing and generative AI.”
He notably did not point out gaming graphics playing cards. Not less than not within the official feedback launched by Nvidia. Effectively, earnings on these had been up too, albeit by a modest 22% on the identical quarter final 12 months and 11% on earlier quarter to $2.49 billion.
If these numbers collectively appear barely ridiculous, sit down. As a result of Nvidia is predicting income of $16 billion for subsequent quarter. The corporate is, fairly merely, crushing it in AI.
Precisely how lengthy that can final is anybody’s guess. Even when the AI growth continues and even accelerates, it is onerous to think about the business will enable Nvidia to retain its present stranglehold.
Whether or not its corporations like Microsoft and OpenAI designing and commissioning their very own AI inferencing chips, AMD offering competitors or startups like Tenstorrent getting in on the sport, in a few years from now Nvidia certainly received’y have the market sown as much as the identical extent. Or possibly it’s going to.
Within the meantime, it is easy to see why Nvidia is not fairly so focussed on gaming GPUs. Certainly, with these sort of income to be constructed from AI, it is also straightforward to see why Nvidia would prioritise all of the capability it may well get it palms on at manufacturing companion TSMC for the likes of H100. It is nearly shocking that it is bothering to make gaming GPUs in any respect.
All of which implies that is excellent news for Nvidia. Nevertheless it sadly would not bode properly for inexpensive gaming graphics playing cards.
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