NVIDIA "Blackwell" GPUs are Sold Out for 12 Months, Customers Ordering in 100K GPU Quantities

[cvaldes]

Is anyone making money on AI yet? I mean other than nVidia™ and TSMC.

Yeah, Micron is raking in piles of money. You can't run NPUs without memory. Feel free to consult their SEC filings and quarterly earnings statements.

Remember that an AI accelerator is not just one chip all by itself. There's the PCB and a bunch of other things on the board. Then the board needs to plug into something. It won't get data magically so it needs connectivity infrastructure. There are companies who make racks, power supplies, cooling systems, etc.

And data needs to be stored somewhere so all of the companies involved in solid state data storage will be making money: SK Hynix, Marvell, Samsung, etc.

Of course all of the chip design & process companies are enjoying the AI boom. Cadence, ASML, Lam Research, Applied Materials, Zeiss, KLA, etc.

It's not just Nvidia and their manufacturing partner. Naturally AMD and Intel are also making money from AI, just not as much as Nvidia.

Of course, the power company is making money too. And since the world has more than one power company, you can use the words "power companies." Plural.

Nvidia most certainly is not doing this by themselves.

Remember that AI really isn't a product. There are consumer focused AI-powered tools but most AI right now is being used in enterprise settings. There are companies like FedEx and Walmart who are using AI to remove bottlenecks in typical situations. Even in chip design, AI is being used for chip layout. What took a year manually by humans can now be done in a month or less using AI-powered chip layout tools.

Lots of consumers online are fixated on consumer facing AI solutions but I assure you that AI chatbots are a tiny fraction of what AI is already doing. From a consumer perspective, remember that kids (teens and people in their 20s) have been using AI chatbots for a couple of years to do homework, write term papers, etc.

 

[InVasMani]

Not too surprising with AI market booming and everyone trying to grab a piece of the pie. Like it or hate AI has garnered a ton of attention and hasn't exactly gotten worse, but rather improved making it even more desirable for people to leverage it's capabilities to assist them in whatever projects they feel like that AI is capable of helping with. I don't see this changing much anytime soon. There is too much money at play. It's kind of like like itunes is/was for Apple in terms of being a automatic cash cow or like Steam for Valve. For the big players in the market there is a lot of money to be generated off of the technology itself. It's like opening the flood gates to a lot of things that were mostly heavily restricted to the wealthy and well educated previously. It's no wonder people in some cushy positions making bank on the old ways of things aren't very keen on it. They didn't like Netflix either because it was disruptive especially the cable companies. They want their tightly held monopolies.

 

[cvaldes]

Is anyone making money on AI yet? I mean other than nVidia™ and TSMC.

Here's ASML's latest quarterly results. See for yourself...

ASML reports €7.5 billion total net sales and €2.1 billion net income in Q3 2024

Today, ASML Holding NV (ASML) has published its 2024 third-quarter results. Q3 total net sales of €7.5 billion, gross margin of 50.8%, net income of €2.1 billion Quarterly net bookings in Q3 of €2.6 billion of which €1.4 billion is EUV ASML expects Q4 2024 total net sales between €8.8...

www.techpowerup.com

Please note that ASML expects more revenue in Q4.

 

[umeng2002]

I mean other than hardware companies. Like the saying goes: When people are mining for gold, sell shovels. What end user is making money in AI and not being floated by investments.

 

[thesmokingman]

I mean other than hardware companies. Like the saying goes: When people are mining for gold, sell shovels. What end user is making money in AI and not being floated by investments.

It's at the beginning of the S curve.