06/27/2024, 01:12 PM UTC
GPU和加速器推动超大规模云市场增长152%GPUs/accelerators push up hyperscale cloud market 152%
1、2024年第一季度服务器和存储组件市场增长了152%，主要得益于超大规模云市场对GPU和定制加速器的高需求。2、通用服务器和存储组件在2023年库存调整周期后也实现了两位数的收入增长。3、NVIDIA在组件收入方面领先，其H100 GPU供应改善，适用于云和企业市场。1. The server and storage component market grew by 152% in Q1 2024, driven by high demand for GPUs and custom accelerators in the hyperscale cloud market. 2. General-purpose server and storage components also saw double-digit revenue growth after an inventory correction cycle in 2023. 3. NVIDIA led in component revenues, with its H100 GPU supplies improving for both the Cloud and Enterprise markets.
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