[tuyere Research and report Co., Ltd.] Nvidia GPU shipments maintain rapid growth, the company supplies core consumables, facing "shipments growth + market share increase" two major β, next year's performance is expected to increase 200% +

In the future, as AI applications drive data center GPU demand, Nvidia GPU shipments will maintain high growth. The company has the core technology to supply the core consumables, and is currently facing two major "shipments growth + market share growth". Analysts estimate that performance is expected to grow by 200% next year and nearly 100% the year after next.