Meta will have 350,000 of Nvidia's fastest AI GPUs by end of year, buying AMD's MI300, too

Nvidia H100 NVL dual GPU PCIe solution
(Image credit: Nvidia)

Mark Zuckerberg this week published an update on Meta's artificial intelligence (AI) and the hardware that powers it in particular. By the end of the year Meta will have AI hardware with the performance equivalent to 600,000 Nvidia H100 GPUs. Apparently, Meta, which is known to be one of the major purchasers of Nvidia's H100 GPUs, buys many kinds AI processors, including AMD's Instinct MI300. 

"We are currently training our next-gen model Llama 3, and we are building massive compute infrastructure to support our future roadmap, including 350,000 H100s by the end of this year — and overall almost 600,000 H100s equivalents of compute if you include other GPUs," Zuckerberg wrote in an Instagram post

Dylan Patel, Chief Analyst of SemiAnalysis, models that Nvidia will be able to increase output of its Hopper-based products — the family that today includes  H100, H200, GH100, GH200, and H20 — to 773,000 in Q1 2024 and then 811,000 in Q2 2024, which is an impressive growth considering the fact that the company shipped approximately 300,000 H100s in Q2 2023

"While Nvidia has capacity to continue to grow in the 2nd half, the demand modeling we have done indicates a fall off in Hopper demand as hyperscalers shift to looking towards Blackwell," Dylan Patel told Tom's Hardware. Meta and Microsoft are also buying significant MI300.  

Meta's longer-term goal is to build artificial general intelligence (AGI) that will be able not only to learn, generate, and respond, but also has cognitive capabilities and ability to reason its decisions. To achieve this, Meta apparently brings its AGI and generative AI research efforts closer together. Meanwhile, Zuckerberg did not disclose whether existing hardware is enough to build working AGI models. 

"Our long-term vision is to build general intelligence, open source it responsibly, and make it widely available so everyone can benefit," the head of Meta said. "We are bringing our two major AI research efforts – Fundamental AI Research (FAIR) and Generative AI — closer together to support this." 

Anton Shilov
Contributing Writer

Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.

  • RichardtST
    Cool! Now they can accomplish nothing even faster!
    Reply
  • thisisaname
    RichardtST said:
    Cool! Now they can accomplish nothing even faster!
    They do something, something profitable to them!. Good for anyone else that is less sure.
    Reply