Hi Charles: Great article to read through. May I kindly understand that if the figures you calculated for H100 eq. chips for different big AI players can be digested into geographical regions or nations? Thanks.
Hi ZDQ. I don’t understand what you are asking—all the big players I mentioned are US based, and I expect the majority of their work is happening in the US, but don’t know this.
Nvidia does break down direct revenues by territory, but note that the final customer may be in a different geography to the direct customer. In the most recent quarter, 40% of revenue was in the US (see page 22 here)
Hi Charles: Great article to read through. May I kindly understand that if the figures you calculated for H100 eq. chips for different big AI players can be digested into geographical regions or nations? Thanks.
Hi ZDQ. I don’t understand what you are asking—all the big players I mentioned are US based, and I expect the majority of their work is happening in the US, but don’t know this.
Nvidia does break down direct revenues by territory, but note that the final customer may be in a different geography to the direct customer. In the most recent quarter, 40% of revenue was in the US (see page 22 here)