In monetary terms
Nvidia is today’s largest semiconductor manufacturer based on revenue and profit. We already talked about this the other day, and now another visual graph has appeared demonstrating the rapid success of the company.
This is a graph of the revenue of data center chip companies. As you can see, Nvidia became the first here too, with a huge gap from its competitors, and the turning point occurred only at the beginning of this year.
Nvidia is turning into a monster.
Before this, for several years (actually much longer, this data is just not on the graph), the leader was Intel, which accounted for 45% to 60% of revenue or more. At the same time, Intel’s share gradually decreased, while the shares of Nvidia and AMD, on the contrary, grew. However, in 2023, due to the AI boom, Nvidia’s share rose sharply, while the shares of AMD and Intel fell sharply. This does not mean that companies began to earn less – AMD is actively increasing sales of server CPUs, but Nvidia’s growth is so great that the shares of AMD and Intel have actually decreased.
Today we already said that in the last quarter alone, Nvidia sold about half a million H100 and A100 accelerators and sales will only grow in the near future.