Comments on: Just How Big Are Nvidia’s Server And Networking Businesses? https://www.nextplatform.com/2023/05/01/just-how-big-are-nvidias-server-and-networking-businesses/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Mon, 08 May 2023 22:17:34 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Michael Alan Bruzzone https://www.nextplatform.com/2023/05/01/just-how-big-are-nvidias-server-and-networking-businesses/#comment-207907 Mon, 01 May 2023 18:55:30 +0000 https://www.nextplatform.com/?p=142315#comment-207907 I have Nvidia DC dGPU on 2022 revenue $11.95 B / $2389 revenue per card from $4779 average design install price through consulting systems integration albeit Nvidia can be that too, subsequently 5 M units a year. On TPM backing out < 60% for other than PCI dGPU cards = 2 M to 2.5 M units on 40% or x2 my price respectively that is 10% of so said 'server' known understated on Intel supply data. PCI dGPU population in an HPC / ML sled or tray = 2, 4, 8? Noted your thoughts and the curiosity continues.

Specific "our guess is DGX machines represent 20 percent of the revenues, and we think if it was any higher than that, OEMs and ODMs would be screaming". Nvidia is definitively an Intel first tier OEM and possibly the leading business of compute provider beyond Intel itself "walking that thin blue line".

Mike Bruzzone, Camp Marketing

Mike Bruzzone, Camp Marketing

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