The report says Nvidia shipped 900t H100 AI GPU in the second quarter, or about 300,000 yuan.

Thanks to CTOnews.com netizens Daniel Wu in South China, rain and snow for the delivery of clues! Nvidia's H100 artificial intelligence graphics card has become a new favorite in the industry, with sales hitting an all-time high, CTOnews.com reported on September 17. Nvidia shipped 900 tons of H100 graphics cards in the second quarter of 2023, a staggering figure, according to research firm Omdia.

This analysis is a bit strange, and Omdia does not explain why the "weight" is used to indicate the number of video card shipments. It is speculated that Omdia obtained the shipping data from a supplier, and according to Omdia's estimates, the weight of an H100 graphics card is about 3 kilograms. As a result, it can be inferred that Nvidia sold about 300,000 H100 graphics cards in the second quarter, which is a huge number.

Omdia said Nvidia expects to sell roughly the same number of GPU in the coming quarters, so it expects to sell about 3600 tons of H100 GPU this year, or about 1.2 million H100 GPU a year.

CTOnews.com noted that Nvidia plans to ship 1.5 million to 2 million AI graphics cards by 2024, most of which are popular H100 graphics cards, and Omdia reports that the company is achieving this goal as planned.

It can be said that Nvidia has established a strong monopoly position, and its competitors are simply not comparable to it.