Data Center – Jon Peddie Research

Nvidia’s 4-banger Blackwell board

And yet it’s called ‘a’ GPU.

Data center operators are throwing money today at AI infrastructure—that will stop.

Nvidia is all in, in Taiwan.

Revenue rose 265% over the prior year to $22.3 billion, and that’s with the loss of sales to China.

Epyc and Instinct are the stars of the show, while Ryzen has a good Christmas .

The client business fared much better than the server business, which continues to languish.

Q4 2023 expected to grow but not as much as analysts predicted.

Sales and income exceeded projections but given what they have on the market, sales should have been much higher.

This trend is expected to continue in the next quarter.

Like Intel, sales were slightly up over Q1 but down year over year.

But overall, revenue and income still down YoY.

Sales and income exceeded projections, but at $12.9 billion in revenue and $1.5 billion in income, were still down year over year.