According to a report by Omdia Research, Nvidia delivered 900 tons of its flagship H100 GPU AI chips in the second quarter, with the majority likely supplied to Meta, drawing widespread market attention. Omdia's research indicates a surge in demand for Nvidia's AI chips, leading to a 30% increase in the average price of servers and an 8% growth in market size forecasts. Despite the rising demand for AI hardware, the actual adoption of AI is growing relatively slowly, with future expectations focusing on domain-specific AI models. The demand for AI hardware is expected to continue through the first half of 2024, especially as chip manufacturer TSMC is ramping up its packaging capabilities for the H100 chips. However, it is important to note that the increase in demand for AI hardware does not necessarily mean that the actual use of AI is growing at the same pace.