>It is wild that the number of GPUs purchased by a company has become, like, an infrastructure investment or something. Like the count itself is worth reporting

>It is wild that the number of GPUs purchased by a company has become, like, an infrastructure investment or something. Like the count itself is worth reporting. An estimated count is newsworthy for the journalists and the readers because it's an indirect proxy for outsiders -- who are not privy to the internal plans of FAANG companies -- to try and figure out what's happening. Basically trying to "read the tea leaves" of the AI industry. Demand exceeds supply. NVIDIA has limited number chips to sell and TSMC factory time is overbooked. In the current zero-sum situation, NVIDIA picking and choosing who to sell to may be a signal of something. And/or Microsoft/OpenAI's willingness to spend billions on 2x the NVIDIA chips is a signal of something. https://fortune.com/2024/02/21/nvidia-earnings-ceo-jensen-huang-gpu-demand-supply-allocate-fairly/ https://fortune.com/2024/02/21/nvidia-earnings-ceo-jensen-hu... https://fortune.com/2024/09/12/nvidia-jensen-huang-ai-training-chips-gpus-blackwell-hopper-xai-openai-shortage/ https://fortune.com/2024/09/12/nvidia-jensen-huang-ai-traini...