The Frontier LLMs that Drive Demand for NVIDIA’s Data Center GPUs
Who is building the frontier LLMs that drive demand for NVIDIA’s data center GPUs?
The answer is primarily OpenAI, Google Cloud, Anthropic, Meta, xAI and to a lesser extent Microsoft (Azure partners with OpenAI but has started to build proprietary LLMs) and Amazon (AWS partners with Anthropic and has also started to build its own LLMs).
As for NVIDIA’s July quarter, we previously wrote that it was likely NVIDIA that drove TSM’s July numbers (HERE).
It is unclear how the Blackwell delay will play with respect to NVDA’s outlook (HERE).