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0 pointssamspenc2y ago0 comments

I wonder what he means by "H100 equivalents" - are these GPUs built in-house or from competitors like AMD / Intel that give equivalent performance to Nvidia's H100s?

0 comments

fotcorn2y ago

I wouldn't be surprised if the answer is "all of the above" and more. Not only is there limited availability of NVIDIA chips, it's also useful to tell Jensen that you actually could buy from somewhere else, even if you don't really want to.

At the end of the day, the bottleneck is TSMC, on which all GPUs are produced right now, even the ones from Intel.

j / k navigate · click thread line to collapse

0 pointssamspenc2y ago0 comments

I wonder what he means by "H100 equivalents" - are these GPUs built in-house or from competitors like AMD / Intel that give equivalent performance to Nvidia's H100s?

0 comments

fotcorn2y ago

At the end of the day, the bottleneck is TSMC, on which all GPUs are produced right now, even the ones from Intel.

j / k navigate · click thread line to collapse