Nvidia Deep Research, June 2024
As Nvidia has transformed from a Semiconductor company to a Systems company with Semiconductors, it has increasingly been difficult to analyse the company’s business and predict future results. We have conducted a deep analysis of the Nvidia datacenter business using publicly available information combined with an analysis of Nvidia’s supply chain. We have conducted a cost analysis of the H100 that is driving the current Nvidia datacenter business and the GB200 that will transform Nvidia’s business over the next year. Inculded in the research is a detailled cost analysis of H100 and GB200 with the ablility to change key parameters should costs change.
The research package include a Power Point presentation and an Excel file with all data presented.
The following toptics are covered in the Report:
H100: Price and cost analysis of the H100
GB200: Cost analysis of the GB200 Superchip and price projection
Supply Bottlenecks: Capacity situation and limitations
Competitive Situation, Current and Future
Nvidia's next quarter result based on the upgrade to Blackwell
Nvidia Data Center Revenue by AI Platform
Nvidia Customer Split: Last two quarters by Type
Included: 10 Excel Tables, 42 Slides, 29 Charts and illustrations
As Nvidia has transformed from a Semiconductor company to a Systems company with Semiconductors, it has increasingly been difficult to analyse the company’s business and predict future results. We have conducted a deep analysis of the Nvidia datacenter business using publicly available information combined with an analysis of Nvidia’s supply chain. We have conducted a cost analysis of the H100 that is driving the current Nvidia datacenter business and the GB200 that will transform Nvidia’s business over the next year. Inculded in the research is a detailled cost analysis of H100 and GB200 with the ablility to change key parameters should costs change.
The research package include a Power Point presentation and an Excel file with all data presented.
The following toptics are covered in the Report:
H100: Price and cost analysis of the H100
GB200: Cost analysis of the GB200 Superchip and price projection
Supply Bottlenecks: Capacity situation and limitations
Competitive Situation, Current and Future
Nvidia's next quarter result based on the upgrade to Blackwell
Nvidia Data Center Revenue by AI Platform
Nvidia Customer Split: Last two quarters by Type
Included: 10 Excel Tables, 42 Slides, 29 Charts and illustrations
As Nvidia has transformed from a Semiconductor company to a Systems company with Semiconductors, it has increasingly been difficult to analyse the company’s business and predict future results. We have conducted a deep analysis of the Nvidia datacenter business using publicly available information combined with an analysis of Nvidia’s supply chain. We have conducted a cost analysis of the H100 that is driving the current Nvidia datacenter business and the GB200 that will transform Nvidia’s business over the next year. Inculded in the research is a detailled cost analysis of H100 and GB200 with the ablility to change key parameters should costs change.
The research package include a Power Point presentation and an Excel file with all data presented.
The following toptics are covered in the Report:
H100: Price and cost analysis of the H100
GB200: Cost analysis of the GB200 Superchip and price projection
Supply Bottlenecks: Capacity situation and limitations
Competitive Situation, Current and Future
Nvidia's next quarter result based on the upgrade to Blackwell
Nvidia Data Center Revenue by AI Platform
Nvidia Customer Split: Last two quarters by Type
Included: 10 Excel Tables, 42 Slides, 29 Charts and illustrations
Covered in the Report:
H100: Price and cost analysis of the H100
GB200: Cost analysis of the GB200 Superchip and price projection
Supply Bottlenecks: Capacity situation and limitations
Competitive Situation, Current and Future
Nvidia's next quarter result based on the upgrade to Blackwell
Nvidia Data Center Revenue by AI Platform
Nvidia Customer Split: Last two quarters by Type
Included: 10 Excel Tables, 42 Slides, 29 Charts and Illustrations
