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A Look at NVIDIA’s Secular Data Center Opportunity

Paige Tanner
Updated
A Look at NVIDIA’s Secular Data Center Opportunity

The data center is NVIDIA’s (NVDA) fastest-growing market. The company even expanded its total addressable data center market from $30 billion by 2023 to $50 billion by 2023 after adding an inference opportunity. NVIDIA’s Tesla GPUs power five of the seven fastest supercomputers listed on the TOP500 supercomputer list. NVIDIA’s GPUs and Advanced Micro Devices’ (AMD) EPYC server CPUs (central processing unit) have been selected for the National Energy Research Scientific Computing Center’s next-generation supercomputer.

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