Black Friday has officially concluded.
According to TSM's report, Nvidia's $NVDA GPU accounted for 52% of the revenue, a 46% increase from the previous period.
In the second quarter, HPC (including Nvidia's $NVDA GPU) accounted for 52% of the revenue, a 46% increase from the previous quarter.
From a geographical perspective, revenue from customers based in North America accounted for 65% of the total net revenue in the second quarter of 2024.
Fine weather.
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