AI has unleashed a real craze and has become the technology of the moment. NVIDIA has undoubtedly been one of the giants that has best known how to take advantage of the golden moment that artificial intelligence is experiencing, and today it is the undisputed industry leader thanks mainly to its specialized AI GPU solutions, which offer an excellent level of performance and have highly specialized dedicated hardware.
This reality has not gone unnoticed by the big Chinese technology companies, which are also jumping on the AI bandwagon and do not hesitate to invest large amounts of money to have all the equipment they need. Graphic accelerators for AI mount very advanced high-bandwidth GPUs and memoriesand they have very high sales priceswhich means that it is necessary to make large investments to be able to buy this type of component.
It doesn’t look like this is going to be a problem for the Chinese tech giants, and they also don’t care about the sanctions that forced them to limit their access to lower-powered, trimmed graphics accelerators like the NVIDIA A800 and H800. These giants are investing huge amounts of money, and these graphics accelerators are selling wonderfully.
Companies such as Baidu, ByteDance, Tencent and Alibaba have placed orders for a total of about 100,000 NVIDIA A800 graphics accelerators, which translates into an operation valued at about $1 billion. Interesting, but this is not all, these companies have also placed new orders that will be shipped sometime in 2024, and that together they add up to about 4,000 million dollars.
If we add both figures we have a total value of 5,000 million dollars, a dizzying figure that confirms that AI is not only here to stay, but that it has also become one of the great pillars of our time, and that in the end we will end up adopting artificial intelligence at almost all levels of our lives. For NVIDIA, AI has become a major driver of growth, allowing it to become one of the few tech companies that has broken the trillion dollar barrier.
