NVIDIA's Counterattack: Seizing H100 to Order Marquises
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CEOGPUAIGPU[1]20233DGX CloudDGX CloudServiceNowH100OpenAIChatGPTGPU[2]H100AIH10020233AzureAWSHGX H100HGX H10048H100H1002023H1AI3-12HGX H100H100H100H100AIH100[4]GPU UtilsH100H100DeepMindInflection AI2.2H100Meta10Azure3H10010H10043[5]H10055[6]H100H100MPT-30BH100LLM11
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20233DGX CloudDGX CloudServiceNow
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H100AIH100
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HGX H100
H100
H100H100
AIH100[4]
GPU UtilsH100
H100DeepMindInflection AI2.2H100Meta10
Azure3H10010H100
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H100
H100
MPT-30BH100LLM11.6A10028.3[7]AI1800BGPT-4
H100A100H1003.34-5H100A100H100A100
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MPT-30B
Buy more GPUs , the more money you save
H/A100H/A800
H100
H100SKHBMCoWoSH100[9]
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H100
H100
GPU854%
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AI
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AITensorFlowMetaPyTorchPaddlePaddle
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H100
CoreWeave
CoreWeave2017CoreWeave20223000Azure1/1133
2023CoreWeaveInflection AIStability AI516202420
CoreWeave
4CoreWeaveH100CoreWeaveHGX H100Azure
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CoreWeave
H100
Big TechCoreWeaveH100CoreWeave
Stability AI2022AWS3Stability AICoreWeave
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DeepMindInflection AI
H100H100
H100
H100SK
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Vicuna
H100AI
AI
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[1] Nvidia Muscles Into Cloud Services, Rankling AWSThe Information
[2] OpenAI CEO Sam Altman testifies at Senate artificial intelligence hearing | full videoCBS News
[3] Google Gemini Eats The World Gemini Smashes GPT-4 By 5X, The GPU-PoorsSemi Analysis
[4] The Desperate Hunt for the A.I. Booms Most Indispensable PrizeThe New York Times
[5] Nvidia H100 GPUs: Supply and DemandGPU Utils
[6] Saudi Arabia and UAE race to buy Nvidia chips to power AI ambitionsFinancial Times
[7] MPT-30B: Raising the bar for open-source foundation models
[8] Chinas internet giants order $5bn of Nvidia chips to power AI ambitionsFinancial Times
[9] AI Capacity Constraints - CoWoS and HBM Supply ChainSemi Analysis
[10] Insight: Inside Meta's scramble to catch up on AIReuters
[11] Jim kellerGPU
[12] Nvidia Makes Nearly 1,000% Profit on H100 GPUs: ReportToms Hardware
[13]
[14]
[15] CoreWeave came out of nowhere. Now its poised to make billions off AI with its GPU cloudVenture Beat
[16] Why Nvidia Aids Cloud Rivals of AWS, Google and MicrosoftThe Information
[17] TPUv5e: The New Benchmark in Cost-Efficient Inference and Training for <200B Parameter ModelsSemi Analysis
[18] Nvidias Hot Streak May Not Last ForeverThe Information
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