Latest about H100
Nvidia is now the world's most valuable company by market cap, ahead of Apple, Microsoft, and Google
Nvidia has passed Microsoft and Apple, becoming the world's most valuable company. The rise in valuation comes on the back of data center GPUs, as the world wants more and more AI processors.
Nvidia H100 GPU black market prices drop in China
The looming H200 GPUs are a primary factor in the H100 drop.
Nvidia's H100 AI GPU shortages ease as lead times drop from up to four months to 8-12 weeks
Lead times for Nvidia's H100 GPU have dropped enormously from almost a year down to just 12-8 weeks. This will help companies like OpenAI attain more H100 GPUs to train their own LLMs.
Elon Musk says the next-generation Grok 3 model will require 100,000 Nvidia H100 GPUs to train
GPU shortages and power are the two main obstacles for AI development.
Nvidia becomes the world's third most valuable company
The world's top three companies by market capitalization are high-tech companies: Microsoft, Apple, and Nvidia.
Nvidia's next-gen AI GPUs could draw an astounding 1000 Watts each
Dell's estimate of a 1000W TDP B100 AI and HPC GPU could indicate that Nvidia is going chiplet design.
Former AMD GPU head accuses Nvidia of being a 'GPU cartel' in response to reports of retaliatory shipment delays
Nvidia's retaliatory shipments delays are more common than one might think, says AMD's VP Scott Herkelman, who used to work at Nvidia.
Buyers of Nvidia's highest-end H100 AI GPU are reportedly reselling them as supply issues ease
Some AI startups offload Nvidia H100 amid supply situation ease, whereas others still cannot get enough processors.
