Analysts are now looking at the data center as one way to measure whether that demand maintains upward momentum. Last Thursday, however, investors had a minor freakout when Nvidia's data center unit missed analyst expectations a bit in its second-quarter earnings. Nvidia's data center sales were up 175% from the previous year to $416 million (versus expected $423 million), and up only 2% from the previous quarter. Ramsay anticipates strong growth in the data center for Nvidia's next-generation GPUs, called Volta. "We disagree and anticipate a strong sales ramp for Volta-based data center cards with more application-specific AI features and tensor cores for AI workloads."

Source: Forbes August 14, 2017 22:06 UTC