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:

1. H100: Price and cost analysis of the H100

2. GB200: Cost analysis of the GB200 Superchip and price projection

3. Supply Bottlenecks: Capacity situation and limitations

4. Competitive Situation, Current and Future

5. Nvidia's next quarter result based on the upgrade to Blackwell

6. Nvidia Data Center Revenue by AI Platform

7. Nvidia Customer Split: Last two quarters by Type

Included: 10 Excel Tables, 42 Slides, 29 Charts and illustrations