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Nvidia H100 GPUs: Supply and Demand · GPU Utils ⚡️

gpus.llm-utils.org · 6,899 words · saved by 4 readers

This post is an exploration of the supply and demand of GPUs, particularly Nvidia H100s.

Table of Contents This post is an exploration of the supply and demand of GPUs, particularly Nvidia H100s. This post went mega viral. It was on the frontpage of HN, techmeme, many email newsletters, got tweets from Andrej Karpathy and others, comments from Mustafa (who will have $1B of GPUs online soon) from Inflection and Emad from Stability, and various asset managers and AI founders reached out. If you haven't read it yet, I hope you enjoy! People who've reached out have told me that it's all pretty accurate, with the exception of the "who has how many GPUs" parts - so please keep that in m

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