Dan Robinson / The Register:

Omdia: Meta and Microsoft are expected to have received 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.

Dan Robinson / The Register:

Omdia: Meta and Microsoft are expected to have received 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.

Source: TechMeme
Source Link: http://www.techmeme.com/231127/p36#a231127p36