Investment bank analysts say Microsoft and other manufacturers face the risk of insufficient supply of Nvidia GPU
After the ChatGPT fire of artificial intelligence chat robot trained by OpenAI, technology giants such as Google, Amazon and Microsoft have increased their investment in large-scale language models and artificial intelligence chat robot research and application, and the demand for Nvidia H100, A100 and other high-performance GPU for data centers has increased sharply, and many manufacturers have purchased vigorously, resulting in demand falling short of demand.
According to the latest foreign media reports, analysts at UBS, an investment bank, expect Microsoft and other manufacturers to face supply restrictions on Nvidia GPU, which may affect their ability of artificial intelligence to generate income next year.
Investment bank analysts also pointed to the need to assess the risks associated with Microsoft's failure to get enough GPU, including expected Copilot revenue growth and customer base AI ambitions.
From the previous reports of foreign media, Nvidia H100, A100 and other high-performance GPU do face supply challenges, but they are also solving supply constraints.
It has been reported that the high demand for the Nvidia H100 will ensure that high sales will continue into 2024. Nvidia will also increase its supply and is expected to ship 15-2 million yuan next year, a significant increase from this year's forecast of 500000 yuan.
As more manufacturers realize the potential of generative artificial intelligence, the demand for Nvidia's high-performance GPU will increase, and the supply crunch is likely to continue for some time.
The demand of relevant manufacturers for Nvidia's high-performance GPU has greatly increased, which has also greatly boosted Nvidia's performance. In the second quarter of fiscal 2024, which ended July 30, Nvidia's revenue doubled to $13.507 billion, up 88% from a year earlier, net profit rose more than 400% from a year earlier, and revenue is expected to be even higher in the next quarter, which is expected to reach $16 billion.
