Weren't H20s on the new ban list?
Bondrewd
Veteran
If not, they'll be banned real soon too.
DavidGraham
Veteran
Long story short: H20 is safe from the recent ban updates, as such they are being shipped to China.
Update 4/4/2024 6:15am PT: We have been notified that the refined and 'clarified' U.S. sanctions do not impact Nvidia's existing sanctions-compliant GPUs for China, specifically the H20 and RTX 4090D.
'Clarified' US sanctions do not impact Nvidia RTX 4090D 'Dragon' or H20 GPUs [Updated]
The U.S. issued a 'clarification' document on the existing sanctions, which contrary to earlier reports do not impact existing sanctions-compliant GPUs shipping into China.
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DavidGraham
Veteran
Musk is seeking to obtain a 100K NVIDIA GPUs (H100) to train Grok3.
In other news, Musk revealed the Tesla already owns more than 30K H100 GPUs, while Twitter owns between 26K and 30K H100 GPUs.
In other news, Musk revealed the Tesla already owns more than 30K H100 GPUs, while Twitter owns between 26K and 30K H100 GPUs.
Surely that means both have more than 30k, otherwise X would be 4th.
Such monumental amounts of expensive processors essentially just being put to work for the most useless damn things. Grok is an exercise in technological vanity that will never accomplish anything. And I dont say that as somebody who just downplays/hates anything Elon is involved with by default like some(still a big SpaceX fan for instance).
D
Deleted member 2197
Guest
Nvidia's H100 AI GPU shortages ease as lead times drop from up to four months to 8-12 weeks
The supply constraints of Nvidia's H100 AI GPUs is finally evaporating
DavidGraham
Veteran
Tesla is buying so many NV GPUs that it's projected to be among the biggest customers outside of hyperscalers. Many sovereign countries are also acquiring NV GPUs.
Major AI collaboration between Japan and USA involving NVIDIA, ARM and Amazon.
And on other news, Morgan Stanley is saying the customers continue to consider NVIDIA GPUs to be the highest ROI for them, which meant they prioritize NV GPUs over the competition: "Faced with limited slots for AI processors, we are seeing some of the appetite for alternatives taking a back seat to the highest ROI processor, which continues to be NVIDIA."
Major AI collaboration between Japan and USA involving NVIDIA, ARM and Amazon.
And on other news, Morgan Stanley is saying the customers continue to consider NVIDIA GPUs to be the highest ROI for them, which meant they prioritize NV GPUs over the competition: "Faced with limited slots for AI processors, we are seeing some of the appetite for alternatives taking a back seat to the highest ROI processor, which continues to be NVIDIA."
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everyone will be buying amd cards cause its all you will be able to get . Lets hope rdna 4 is good for gamingOh lovely.
Can't wait to see what this shit does to the gaming GPU market.
arandomguy
Veteran
The production bottleneck for these is advanced packaging and HBM, not actual chip production. 5nm wafer throughput itself (wafer, not chip) I believe is several times TSMC's CoWoS throughput.
With the Blackwell rumours there could be common production overlap with the highest end MCM design but otherwise at the moment there isn't really any with consumer side products.
I think the reality people might want to face is just that consumer are willing, even if they aren't wanting to, pay escalating prices for consumer GPUs.
The bigger possible disruption would be if edge AI use cases take off and benefit from GPUs over NPU. As such you'd suddenly get way more people looking for higher end GPUs.
With the Blackwell rumours there could be common production overlap with the highest end MCM design but otherwise at the moment there isn't really any with consumer side products.
I think the reality people might want to face is just that consumer are willing, even if they aren't wanting to, pay escalating prices for consumer GPUs.
The bigger possible disruption would be if edge AI use cases take off and benefit from GPUs over NPU. As such you'd suddenly get way more people looking for higher end GPUs.
AMD will be chasing after the market NVIDIA couldn't fulfill on AI space so doubt RDNA4 GPUs will be plentiful either.
$2-3k 5090. $1500 5080. Below that, 10-15% more performance at any given tier for the same or higher prices.Oh lovely.
Can't wait to see what this shit does to the gaming GPU market.
I mean, yea, it has. As annoying and outrage-addicted as many consumers can be(especially in the gaming community), there's numerous examples of widespread outrage causing companies to reverse course and offering something better for consumers.Well to be fair, has complaining on the internet ever solved anything?
But you're mostly right that consumers, even if they're unhappy, tend to just to bend over and take it if they want something badly enough. Not many people are actually all that principled when it comes down to it, in my experience.
DavidGraham
Veteran
Amazon announced it will continue to significantly grow it's fleet of NVIDIA GPUs for the foreseeable future, alongside their custom made chips Trainium and Inferentia.
Amazon cited that it's not about chips alone, but about the whole stack, especially scaling out servers and the ecosystem.
Amazon stressed how the new solutions and start ups are having a hard time being successful in the AI space.
Amazon says NVIDIA is yet to be matched, citing several advantages.
www.nextplatform.com
Amazon cited that it's not about chips alone, but about the whole stack, especially scaling out servers and the ecosystem.
Amazon stressed how the new solutions and start ups are having a hard time being successful in the AI space.
Amazon says NVIDIA is yet to be matched, citing several advantages.
AWS Hedges Its Bets With Nvidia GPUs And Homegrown AI Chips
There was a time – and it doesn’t seem like that long ago – that the datacenter chip market was a big-money but relatively simple landscape, with CPUs
www.nextplatform.com
DavidGraham
Veteran
By the end of 2024, Microsoft is going double it's arsenal of AI GPUs to 1.8 million GPUs, mostly from NVIDIA. Which means buying around 900K of GPUs.
Also by 2027, they plan to spend around a 100 billion dollars on GPUs and data centers.
www.trendforce.com
Also by 2027, they plan to spend around a 100 billion dollars on GPUs and data centers.
[News] Microsoft Reportedly Stockpiling AI Chips to Boost Hardware Capability | TrendForce News
According to sources cited by the American news outlet Business Insider, Microsoft plans to double its inventory of GPUs to 1.8 million, primarily sou...
www.trendforce.com
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D
Deleted member 2197
Guest
NVIDIA To Collaborate With Japan On Their Cutting-Edge ABCI-Q Quantum Supercomputer
NVIDIA is all set to aid Japan in building the nation's hybrid quantum supercomputer, fueled by the immense power of Team Green's products.
wccftech.com
...
This platform is an open-source resource* that allows users to leverage quantum-classical applications. CUDA-Q will act as an integral part of the supercomputer, allowing the ease of integrating relevant CPUs and GPUs onboard. Moreover, Team Green plans to accommodate 2,000 of NVIDIA's H100 AI GPUs, which the latest NVIDIA Quantum-2 InfiniBand interconnects.
...
Japan's ABCI-Q supercomputer is a part of the country's technological innovation phase, where they plan on capitalizing on the benefits of current-gen technologies like quantum computing and AI to excel in mainstream consumer industries.
* CUDA-Q is inherently interoperable with existing classical parallel programming models such as CUDA, OpenMP, and OpenACC. This compiler implementation also lowers quantum-classical C++ source code representations to binary executables that natively target cuQuantum-enabled simulation backends.
Nikkei Asia reports that the National Institute of Advanced Industrial and Technology (AIST), Japan, is building a quantum supercomputer to excel in this particular segment for prospects. The new project is called ABCI-Q & will be entirely powered by NVIDIA's accelerated & quantum computing platforms, hinting towards high-performance and efficiency results out of the system. The Japanese supercomputer will be built in collaboration with Fujitsu as well.NVIDIA To Collaborate With Japan On Their Cutting-Edge ABCI-Q Quantum Supercomputer
NVIDIA is all set to aid Japan in building the nation's hybrid quantum supercomputer, fueled by the immense power of Team Green's products.
...
This platform is an open-source resource* that allows users to leverage quantum-classical applications. CUDA-Q will act as an integral part of the supercomputer, allowing the ease of integrating relevant CPUs and GPUs onboard. Moreover, Team Green plans to accommodate 2,000 of NVIDIA's H100 AI GPUs, which the latest NVIDIA Quantum-2 InfiniBand interconnects.
...
Japan's ABCI-Q supercomputer is a part of the country's technological innovation phase, where they plan on capitalizing on the benefits of current-gen technologies like quantum computing and AI to excel in mainstream consumer industries.
* CUDA-Q is inherently interoperable with existing classical parallel programming models such as CUDA, OpenMP, and OpenACC. This compiler implementation also lowers quantum-classical C++ source code representations to binary executables that natively target cuQuantum-enabled simulation backends.
I didn't realise Nvidia were involved in quantum computing.
Nvidia invented everything.
