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Nvidia sold half a million H100 AI GPUs in Q3 thanks to Meta, Facebook — lead times stretch up to 52 weeks: Omdia (www.tomshardware.com)

submitted 11 months ago by Stiven_Crysis@alien.top to c/gadgets@hardware.watch

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[–] watduhdamhell@alien.top 1 points 11 months ago (2 children)

AMD and their MI300 should catch a similar traction, and propel AMD to much greater heights, market cap wise. Now might be an excellent time to buy...

I mean, who else makes this level of AI accelerator? Nobody. Nobody but AMD and Nvidia can do this right now. Seems to me they are both going to be much, much larger companies in the next 10 years than anyone thought they might be.

[–] Sirisian@alien.top 1 points 11 months ago (1 children)

I mean, who else makes this level of AI accelerator?

Google, Microsoft, and Amazon are making AI accelerators for their datacenters. Some are for training and others are for inference (running the trained models for services).

I'd be somewhat hesitant until the full benchmarks are out. AMD's higher memory I think it was sounded neat, but that could be very fleeting in terms of advantages.

[–] watduhdamhell@alien.top 1 points 11 months ago

None of those companies are real chip makers and, while they may be able to produce a nice, custom solution for their applications, will never compete with the actual chip makers, and AMD and Nvidia will continue to supply a greater and greater share of the vast majority of AI super chips, eventually eliminating most custom solutions.