NVIDIA secures $1 billion+ AI GPU order from Indian data center operator Yotta

NVIDIA will continue to struggle doing AI GPU business in China, with the Indian market now opening up with a huge $1 billion+ order for AI GPUs.

1 minute & 31 seconds read time

NVIDIA has just reportedly secured massive AI GPU orders from Indian data center operator Yotta, which sees them steering the AI GPU business away from China and into the arms of India.

NVIDIA secures $1 billion+ AI GPU order from Indian data center operator Yotta 60

The news is coming from Yotta's chief executive, who talked with reporters at Reuters that the company was purchasing more AI GPUs from NVIDIA worth $500 million, taking its total order book with the AI GPU leader to $1 billion. Yotta is beefing up its AI cloud services and needs more AI GPUs to power it.

Yotta CEO and co-founder Sunil Gupta told Reuters that his company would feature close to 16,000 of NVIDIA's AI GPU chips spread between the H100 and upcoming GH200 AI GPUs and will be placed by March 2025. Last year, Yotta placed an order with NVIDIA for close to 16,000 x H100 AI GPUs that are due for delivery to Yotta by July 2024.

NVIDIA secured other AI partnerships with Indian conglomerates Reliance Industries and Tata Group to develop cloud infrastructure and large language models (LLMs) for generative AI applications. As for Yotta, they're part of Indian billionaire Niranjan Hiranandani's real estate group and are a partner firm for NVIDIA in India that has hardware inside of three data center campuses: Mumbai, Gujarat, and near New Delhi.

It was only a month ago that Tianfeng Securities analyst Ming-Chi Kuo said that NVIDIA plans on boosting the volumes of AI GPU shipments in 2024; here's what the analyst expects to see in 2024:

  • NVIDIA AI server shipments are expected to grow 150% YoY or more in 2024, and ultra-low loss CCL is currently in tight supply. In addition to existing high-end general servers and PCs/laptops, future AI PCs will also need to upgrade their CCL to ultra-low consumption.
  • The CCL usage of AI servers is about 8 times that of general servers. NVIDIA AI servers are expected to further increase CCL usage after they are upgraded to the B100 solution in 2H24.
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NEWS SOURCE:reuters.com

Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

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