@thestalwart

An in-depth look at GPU supply and demand, particularly Nvidia H100s, how a reliance on TSMC causes bottlenecks, H100 clients, Nvidia's allocations, and more

Introduction  —  As of August 2023, it seems AI might be bottlenecked by the supply of GPUs. … Is There Really A Bottleneck? Twitter: @nixcraft , @thestalwart , @mhdempsey , @wholemarsblog , and @lpol...