Nvidia published Q2 results
- Record revenue of $13.51 billion, up 88% from Q1, up 101% from year ago
- Record Data Center revenue of $10.32 billion, up 141% from Q1, up 171% from year ago
“Our entire data center family of products — H100, Grace CPU, Grace Hopper Superchip, NVLink, Quantum 400 InfiniBand and BlueField-3 DPU — is in production. We are significantly increasing our supply to meet surging demand for them,”
In my view, many companies are looking for alternative provider considering supply and demand issues, pricing issues, hopefully AMD will catchup and grab some share. I see AMD is the ‘only viable alternative’ to Nvidia’s AI chips but it’s not there yet!
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