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Nvidia $NVDA reportedly could see server volumes up to 70,000 racks, pushing Blackwell server revenue as high as $210B alone. https://t.co/dIYESNuSNH
Nvidia's massive capex in AI infrastructure must deliver substantial returns to justify the hype, with potential stratospheric rewards hinging on AI's real-world impact.📈🤖 #AIInvestment #AI #Technology https://t.co/BZLbvaFr0g
$NVDA Nvidia Partner SMC Raising $950 Million to Tap AI Server Boom SMC is aiming to raise ~$950M, in part to expand its GPU capacity and expand globally, rising from ~1,200 H100s to 5,000 H100s by the end of the year to meet high demand. The company, an affiliate of… https://t.co/V5y4E5IOco
NVIDIA is projected to ship between 60,000 and 70,000 GB200 AI server cabinets next year, with each unit priced between $2 million and $3 million. This could lead to an estimated annual revenue of approximately $210 billion from the Blackwell servers alone. Additionally, SMC, a partner of NVIDIA, is raising around $950 million to expand its GPU capacity, increasing its inventory of H100 servers from 1,200 to 5,000 by year-end to meet the growing demand for AI infrastructure. The substantial capital expenditure in AI infrastructure by NVIDIA is expected to yield significant returns, contingent on AI's real-world applications.