Microsoft’s demand for NVIDIA GB200 AI servers is more than all other cloud companies combined
Microsoft’s demand for NVIDIA’s new GB200 AI servers “exceeds total orders from other CSPs” or cloud service providers, with the Windows’ giant Q4 2024 orders “significantly” increased 3-4x says insider Ming-Chi Kuo. In a new post on Medium, the insider points out that Microsoft’s GB200 key component suppliers will begin mass production and shipments starting in Q4 2024, contributing to the supply chain’s performance earlier than competing CSPs. Kuo expects around 150,000 to 200,000 x