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shaukat shamim
Sep 17, 20242 min read
Nvidia sold half a million H100 AI GPUs in Q3 thanks to Meta, Facebook — lead times stretch up to 52 weeks
Having earned $14.5 billion on datacenter hardware  in the third quarter of fiscal 2024, Nvidia clearly sold a boatload of its H100 GPUs...
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shaukat shamim
Sep 15, 202416 min read
On AI, the GPU Shortage, and the Potential of Decentralised Inference and Training Networks
Training large language models requires powerful GPU microchips, particularly A100s and H100s produced by Nvidia. Due to various supply...
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shaukat shamim
Sep 15, 20242 min read
Nvidia reportedly delays its next AI chip due to a design flaw
The company’s next big AI chip may not ship in large numbers until next year, reports The Information. Nvidia has reportedly told...
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shaukat shamim
Sep 15, 20242 min read
Nvidia Sinks on AI Chip Delay, But is the Stock a Sell?
Shares of market bellwether Nvidia (NVDA) are down 28.6% from all-time highs , valuing the chip designer at a market cap of $2.47...
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