3 ms·

Just adding some information, the article claims Tesla has 15k H100s, but they actually have 40k H100s and 85k by the end of the year. https://www.reddit.com/r/

Just adding some information, the article claims Tesla has 15k H100s, but they actually have 40k H100s and 85k by the end of the year. https://www.reddit.com/r/NVDA_Stock/comments/1cbwvnr/tesla_40k_h100s_now_85k_by_end_of_the_year/ https://www.reddit.com/r/NVDA_Stock/comments/1cbwvnr/tesla_4... As usual need to have a bit of doubt on the third party estimates.

nabla9 2y ago
Meta plans to have 600,000 "H100 equivalent" compute capacity by the end of the year. https://www.datacenterdynamics.com/en/news/meta-to-operate-600000-gpus-by-year-end/ https://www.datacenterdynamics.com/en/news/meta-to-operate-6... Microsoft, Alphabet, Amazon have similar plans. They make up 40% of Nvidia sales.