Not what it says. > We fit a trend to the quarterly quantities of AI compute sold, as measured in H100-equivalents. We find that computing capacity has been gr

Not what it says. > We fit a trend to the quarterly quantities of AI compute sold, as measured in H100-equivalents. We find that computing capacity has been growing by 3.3x per year, equivalent to a doubling time of 7 months. This is just a graph of cash changing hands. I transferred a loonie from one hand to the other one trillion times this morning and have the largest data centre in the world.