The Register on MSN1h
AI's rising tide lifts all chips as AMD Instinct, cloudy silicon vie for a slice of Nvidia's pie
Analyst estimates show growing apetite for alternative infrastructure Nvidia dominated the AI arena in 2024, with shipments ...
Seeking Alpha21d
Nvidia's Stock Has Huge Potential Upside For 2025
Nvidia Posts Largest Data Center Beat Since Hopper’s 2023 Breakout Nvidia reported $35.08 billion in revenue, versus consensus of $33.13 billion. Beating on data center revenue is becoming ...
Datacenter Dynamics5d
Microsoft bought twice as many Nvidia Hopper GPUs as other big tech companies - report
Microsoft has acquired twice as many Nvidia Hopper GPUs as other tech companies. Per a report in the FT, analysts from technology consultancy Omdia estimate that Microsoft bought 485,000 Hopper ...
heise online4d
Microsoft buys most Nvidia accelerators
Microsoft is by far Nvidia's largest customer for AI accelerators. According to an estimate by market observer Omdia, the company purchased 485,000 Hopper GPUs, i.e. H100 and H200, in 2024.
Yahoo Finance4d
Microsoft bought nearly 500,000 Nvidia Hopper chips this year
The tech giant bought 485,000 Nvidia Hopper chips across 2024 according to reporting from the Financial Times, which cited data from tech consultancy Omdia. To compare, Meta bought 224,000 of the ...