I talked with Herbert Ong about Tesla compute and how I believed Tesla had 100,000 H100 ordered. I only wondered if they were installed and operating.
I also told Herbert that I expected large Nvidia B200 orders by Tesla and XAI so that they each add another 800 Exaflops of compute by the end of this year for a total of 1200 Exaflops or more.
It was from …
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