Nvidia GPU providers grow to 323 in under 11 months

SemiAnalysis counted 323 companies renting out Nvidia GPUs as of September, up from 209 less than 11 months earlier. Nvidia expects $108 billion in revenue for the October quarter, an 89% year-over-year jump, as its market cap nears $6 trillion.

• SemiAnalysis: 323 Nvidia GPU providers in September, up from 209 a year earlier
• Nvidia forecasts $108 billion in October-quarter revenue, up 89% year over year
• Nvidia's market cap hit a record and approached $6 trillion
• Five customers accounted for at least 10% of Nvidia's receivables in the July quarter