[图] 英伟达 H100 GPU 卖给了这 12 大买家

软餐获悉，市场研究公司 Omdia Research 公布的一张图表展示了今年英伟达大卖的 H100 GPU 芯片的流向。Meta 和微软两家公司以 15 万块 H100 GPU 的购买量并列位居第一。这两家公司在人工智能领域雄心勃勃，对算力有旺盛的需求。谷歌、亚马逊、甲骨文以及腾讯以 5 万块 H100 GPU 的购买量共同位居第三；云服务提供商 CoreWeave 公司的预估购买量为 4 万块 H100；百度和阿里巴巴分别购买了 3 万和 2.5 万块 H100；字节跳动和云服务供应商 Lambda Labs 以 2 万块 H100 的购买量紧随其后；特斯拉则购买了 1.5 万块 H100。Omdia Research 的报告还显示，英伟达将大多数的 GPU 服务器都供应给了大型云服务提供商。Omdia 近期公布的新数据显示，英伟达在第三季度出货了近 50 万块 H100 和 A100 GPU。此前的财报显示，该季度英伟达数据中心的收入为 145 亿美元，几乎是去年同期的四倍。该分析公司还预计，到 2023 年第四季度，英伟 H100 和 A100 GPU 的销量将超过 50 万块。

A chart released by market research firm Omdia Research shows the distribution of NVIDIA’s popular H100 GPU chips this year. Meta and Microsoft tied for first place with a purchase quantity of 150,000 H100 GPUs. Google, Amazon, Oracle, and Tencent jointly ranked third with a purchase quantity of 50,000 H100 GPUs. Cloud service provider CoreWeave estimated a purchase quantity of 40,000 H100 GPUs. Baidu and Alibaba purchased 30,000 and 25,000 H100 GPUs respectively. ByteDance and cloud service supplier Lambda Labs followed closely with a purchase quantity of 20,000 H100 GPUs each. Tesla purchased 15,000 H100 GPUs. Omdia Research’s report also indicates that NVIDIA supplies most of its GPU servers to large-scale cloud service providers. Recent data released by Omdia shows that NVIDIA shipped nearly half a million units of the H100 and A100 GPUs in the third quarter. Previous financial reports showed that NVIDIA’s data center revenue for this quarter was $14.5 billion USD – almost four times higher than the same period last year. The analysis company also predicts that sales of the H100 and A100 GPUs will exceed half a million units by the fourth quarter of 2023.