Nvidia’s billion-dollar revenue comes largely from sales of the company’s powerful Hopper H100 accelerators. Nvidia sold half a million of them in the last quarter.

Nvidia’s focus on AI is driving billions of dollars in revenue, with its AI and data center business accounting for $14.7 billion in revenue, compared to $2.86 billion in the healthy gaming segment. The drivers of this growth are the powerful AI accelerators, not least the Hopper H100 and the Ampere A100, of which Nvidia sold around half a million in the third quarter alone. This is evident from figures from Omdia.

The biggest buyers would be Meta and Microsoft, which each bought around 150,000 H100 GPUs to satisfy their own hardware hunger. Oracle, Google, Amazon and Tencent also bought 50,000 copies each, adding another 20,000 copies. And then there are the slightly smaller customers. What’s notable is that cloud hyperscalers can fill their shopping carts, but server manufacturers are lagging behind. They are reportedly having a hard time getting enough chips for their offer.

Old chips remain popular

The introduction of the newer Hopper H200 is unlikely to dispel appetite for the H100. At least the older Nvidia A100 remains gigantic. Omdia also expects the H100 and A100 combined to sell more than half a million units in the coming quarter. If you want to order one of the two models today, you have to expect delivery times that can take up to a year. This long wait exists despite Nvidia’s well-functioning supply chain and increased production capacity.

Currently, an H100 production line is comparable to a money printing machine for Nvidia. Previous calculations showed that Nvidia makes a profit of tens of thousands of euros per H100 GPU sold. Of course, a lot of that money goes back into research and development, and the design of the H100 itself wasn’t free, but it’s safe to assume that CEO Jensen Huang can turn up the heat a little this winter, and that will be the case Leave room for quality between sandwiches. Ripe cheese.