Nvidia H100 News Today

Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel... Intel's estimated to make $500 million.

CEO of AI startup TensorWave says that AMD's new Instinct MI300X AI accelerator is a far better option for AI workloads than NVIDIA's H100 AI GPU.

SpaceX and Tesla CEO Elon Musk says that AGI being smarter than the smartest human is going to happy 'probably next year, within two years'.

Elon Musk said that training Grok 2 used around 20,000 NVIDIA H100 AI GPUs, while Grok 3 training will require 100,000 H100 AI GPUs.

NVIDIA says supply of its Hopper AI GPUs is improving, with demand 'very strong' while expecting next-gen B100 to be 'supply constrained'.

The speed of NVIDIA AI GPU delivery has been 'greatly accelerated' where end of 2023 had an 8-11 month wait on AI GPUs, now it's only 3-4 months.

NVIDIA provides the first public look at its Eos AI supercomputer, with the large-scale NVIDIA DGX SuperPOD featuring 4608 x H100 AI GPUs.

Tesla will eventually spend 'several billion dollars' on AI GPUs, with $500M+ being spent on its Dojo AI supercomputer buying 10,000 x NVIDIA H100 AI GPUs.

Plus: Cohere investor Thomvest Ventures closes $250M fund.

Mark Zuckerberg has revealed that Meta is betting on developing an open-source Artificial General Intelligence, which has some researchers worried.