[標的] NVDA AMD,META將購買60萬H100的運算量
1. 標的:NVDA.US & AMD.US (例 2330.TW 台積電)
2. 分類:討論
3. 分析/正文:
消息來源:
https://news.cnyes.com/news/id/5433774
短網址
https://reurl.cc/zllNdk
原鉅亨網標題為
祖克柏:Meta將斥巨資買輝達AI晶片H100
摘要如下:
祖克柏週四在 Instagram Reels 推文中表示,該公司的人工智慧「未來路線圖」要求其
建構「大規模運算基礎設施」,公司到 2024 年底,基礎設施將包括 35 萬張輝達的
H100 顯卡。
此外,祖克柏表示,Meta (META-US) 的運算基礎設施將包含「如果包括其他 GPU,則相
當於近 60 萬個 H100 的運算量」。
祖克柏原文/原影片是在ig上
https://www.instagram.com/reel/C2QARHJR1sZ/
短網址
https://reurl.cc/QeeWnZ
影片原文摘要
By the end of this year, we're going to have around 350K Nividia H100s or
around 600K H100 equivalents of compute if you include other GPUs.
350K的H100
250K的其他等效算力,
應該是A100, H200, V100, MTIAv1, MTIAv2, MI250X, and MI300X
這幾個去分.
經典i吹回顧(n黑/a黑)
https://imgur.com/s7unGHr
4. 進退場機制:(非長期投資者,必須有停損機制。討論、心得類免填)
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