K Nvidia

Microsoft agrees to rent 30K Nvidia Vera Rubin chips from Nscale at a Narvik, Norway site that was initially intended for OpenAI, which marketed it for Stargate

Sources: the US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than 50% of what some want; AMD's MI325 would also count toward the cap

Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap

AI startup Crusoe secures $11.6B in debt and equity to expand a Texas data center it is building for OpenAI, set to open in 2026 and host up to 400K Nvidia GPUs

The eight-building Texas project is a central piece of OpenAI's efforts to reduce its reliance on Microsoft for computing power

Sources: Elon Musk's xAI plans to debut a consumer app as soon as December; the startup built its Colossus data center, which uses 100K Nvidia GPUs, in 122 days

The Tesla CEO is racing to make xAI, which launched after its competitors, the world's most advanced AI company

A look at the rise of super clusters, which use ~100K Nvidia GPUs for training giant AI models, and the new engineering challenges arising from large clusters

Asa Fitch / Wall Street Journal :

A profile of Indian startup Yotta Data Services, which plans to buy ~20K Nvidia H100 chips by June 2024 to offer computing power to Indian companies to build AI

Saritha Rai / Bloomberg :

Omdia: Meta and Microsoft are expected to receive 150K Nvidia H100 GPUs each by the end of 2023, three times as many as Google, Amazon, or Oracle

Less is more, as hyper heterogeneous computing heats up  —  Server unit shipments for 2023 could crash by up to 20 percent on last year, despite revenue growing.

Tether spent ~$420M on 10K Nvidia H100 GPUs and a 20% stake in Frankfurt-based bitcoin miner Northern Data, which plans to rent the chips to AI startups

A $40,000 computer chip has become one of the hottest commodities in the tech industry.  Startups are scrambling to buy up Nvidia's H100 …

Imbue, formerly Generally Intelligent, which claims to have access to 10K Nvidia H100 GPUs to train its AI “agents”, raised a $200M Series B at a $1B valuation