Nvidia H100 AI GPUs Sold 500,000 Units, with Meta and Microsoft Being the Largest Buyers
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According to market data, Nvidia has experienced a significant increase in revenue for the latest quarter, primarily due to the sales of its data center products. Notably, over 500,000 GPUs were sold through Nvidia's flagship product, the H100 accelerator. The largest customers for the H100 were Meta and Microsoft, each purchasing 150,000 GPUs, while other manufacturers bought 500,000 GPUs. Analysis suggests that as companies gradually shift towards their own GPUs, sales may decline. However, Nvidia is expected to meet its sales targets for the fourth quarter. Currently, the estimated wait time for H100 servers is between 36 to 52 weeks. Meanwhile, the market is anticipated to gradually shift towards using custom-designed chips for specific tasks such as AI inference and video transcoding, with the market size expected to double by 2027.
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