Yotta, an Indian data center and server operator that ordered 16,000 H100s from Nvidia last year, will order another 16,000 GPUs from Nvidia. Cinda believes that with the gradual development of AI, the demand for downstream computing power continues to increase, and the closed-loop of the application side is gradually clear, and it is firmly optimistic about the computing power industry chain.
According to industry ** reports, with the increase in the R&D and application of artificial intelligence, the demand for high-performance GPUs for data centers such as NVIDIA H100 and A100 has also increased significantly. Yotta, an Indian data center and server operator that ordered 16,000 H100s from Nvidia last year, will order another 16,000 GPUs from Nvidia. Yotta's new GPU purchase order continues until March next year, and in addition to the H100, there will be H200, and the order value is expected to be around $500 million, which is similar to last year's order amount.
Under the wave of large AI models, the demand for AI computing power continues to increase due to large models and vertical applications. Cinda believes that with the gradual development of AI, the demand for downstream computing power continues to increase, and the closed-loop of the application side is gradually clear, and it is firmly optimistic about the computing power industry chain.
According to the theme database of the 1 Finance Associated Press, among the relevant listed companies:
FII's AI servers have been iterated to ***, and this year began to develop and mass-produce high-performance AI servers such as NVIDIA's H100 and H800 for customers.
The "Zhaohan" series of AI servers produced by Topway Information can meet the training needs of various mainstream AI scenarios and AI large models, and have been applied in many regional AI computing centers, urban AI hubs, and general AI server scenarios in China.
Relevancy**. Topway Information Industry Fortune Union.