Latest about H100
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.
GPU shortages and power are the two main obstacles for AI development.
The world's top three companies by market capitalization are high-tech companies: Microsoft, Apple, and Nvidia.
Dell's estimate of a 1000W TDP B100 AI and HPC GPU could indicate that Nvidia is going chiplet design.
Nvidia's retaliatory shipments delays are more common than one might think, says AMD's VP Scott Herkelman, who used to work at Nvidia.
Some AI startups offload Nvidia H100 amid supply situation ease, whereas others still cannot get enough processors.
With Nvidia's valuation soaring to $1.9 trillion, Jensen Huang is on the verge of becoming one of the top 20 wealthiest individuals globally.
Nvidia said that it expected to be supply constrained with its next-generation Blackwell-based GPU products.
