The largest customers bought 150,000 H100 adapters each
In recent months, we’ve seen a lot of news about how Nvidia is selling its AI accelerators left and right, especially the most powerful H100. But only now has it become known how many of these adapters were actually sold.
According to Omdia, Nvidia managed to sell almost half a million H100 and A100 accelerators in the third quarter alone. There is no data on the sales ratio of these models, but probably the main emphasis now is on the H100.
Nvidia sells half a million H100 and A100 accelerators per quarter
In the current quarter, analysts expect that Nvidia will be able to sell more than half a million of these accelerators. If you look at the chart only for the H100, you can see that by the end of the entire current year, Nvidia is expected to supply about 650,000 of these adapters to its largest customers alone.
Moreover, the demand is so great that now the waiting time for deliveries reaches 52 weeks, that is, a whole year!
You can also see that the largest buyers of the H100 are Microsoft and Meta*, each of which purchased approximately three times as many accelerators as its closest competitors such as Google, Amazon, Oracle and Tencent.
* The Meta company is recognized as extremist in Russia and is banned.
