Nvidia leads the AI chip giants, H100 is in short supply, and sales are expected to be 600 billion i

Mondo Finance Updated on 2024-02-26

In today's rapid development of artificial intelligence, the NVIDIA H100 chip is undoubtedly at the top of the wave. Dubbed the "AI brain", this chip is not only a source of pride for NVIDIA, but also a treasure for the entire tech industry. Today, let's take a closer look at this amazing chip and explore the story behind it.

The NVIDIA H100 chip is a chip specifically designed for AI training and inference, with high performance and computing power. It uses state-of-the-art technology and integrates a large number of compute cores and memory to provide powerful support for a wide range of deep learning models. It is precisely because of its excellent performance and wide range of use scenarios that the H100 is in short supply in the market, once as high as 30,000 or 40,000 US dollars.

In 2023, with the rapid development of artificial intelligence, the demand for H100 will grow explosively. However, due to various reasons such as complex production process and low yield rate, the H100 series is far from meeting the market demand. This makes the H100 a rare resource on the market, **constantly**.

In the face of the shortage of market conditions, NVIDIA is actively expanding the scale of production and increasing production capacity. By 2024, H100 production is expected to reach 15-2 million units. If calculated according to the ** of 40,000 US dollars per chip, the annual sales of H100 chips alone are close to 600 billion yuan. That's enough to put any company in the dust, but NVIDIA has made it happen with the H100.

It is worth noting that despite the higher ** of the H100, its production cost is relatively low. According to reports, the production cost of H100 is only about $3,000. This means that NVIDIA's gross margin on H100 sales is very high. This also reflects NVIDIA's monopoly position in the high-end professional computer chip market and its outstanding performance in technological innovation and production cost control.

In 2023, Nvidia's gross profit margin will reach a staggering 70%. This number is expected to increase further in 2024. All of this demonstrates NVIDIA's ability to develop technology, market strategy, and control costs. This is all supported by the fact that Nvidia only has 26,000 employees. This is not only amazing, but also worthy of our in-depth study and reference.

NVIDIA's H100 chip not only provides powerful AI training capabilities, but also brings great business value to the company. Thanks to its successful business model and superior technical prowess, NVIDIA has become a leader in the field of artificial intelligence. With the continuous advancement of technology and the continuous expansion of application scenarios, the future of NVIDIA will be brighter. At the same time, NVIDIA's success shows us that innovation and market insight are important forces in the technology industry. With the H100 chip, NVIDIA has not only consolidated its leading position in the field of artificial intelligence, but also drawn a grand plan for future development. Nvidia

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