Nvidia's latest AI chips, including the H100 and upcoming B100/200, are significantly outperforming competitors like Intel's Gaudi 2. The company's collaboration with Amazon on Project Ceiba will see the world's fastest supercomputer with 20,736 B200 GPUs and 10,368 Grace CPUs, boosting processing performance by over 6x. The AI industry's heavy investment in Nvidia chips has far exceeded revenue. Nvidia's technology poses a significant challenge to AMD and Intel stocks.
" $AMZN new supercomputer will use 20,736 B200 $NVDA GPUs alongside 10,368 Grace CPUs, boosting its processing performance by more than 6x to 414 exaflops from 65 exaflops..." https://t.co/Xe5Js4B9mC https://t.co/Faanfzixi7
"$AMZN new supercomputer will use 20,736 B200 $NVDA GPUs alongside 10,368 Grace CPUs, boosting its processing performance by more than 6x to 414 exaflops from 65 exaflops..." https://t.co/Xe5Js4B9mC
WSJ: The AI industry spent 17x more on Nvidia chips than it brought in in revenue https://t.co/oDRcKKTnqD
Nvidia $NVDA and Amazonβs $AMZN Project Ceiba to build the worldβs fastest supercomputer just got upgraded. Nvidia announced that the computer will feature 20,736 B200 GPUs alongside 10,368 Grace CPUs, boosting its processing performance by more than 6x to 414 exaflops from 65β¦
$NVDA H100 is FAR AHEAD of $INTC Gaudi 2 for Generative AI performance (and even performance per dollar spent in some cases) Also, B100/200 is even more powerful and is expected to come out by September Via NYMinute in our educational discord https://t.co/JylL54ArvH
From Nvidia $NVDA: β2 Nvidia HGX nodes with 16 Nvidia H100 GPUs that cost $400K can replace 960 nodes of CPU servers that cost $10M for the same LLM workload.β $AMD $AVGO $MSFT $META $AMZN
$NVDA's breakthrough AI chip is BIG trouble for $AMD and $INTC stock. Here's why: https://t.co/GQvFhaEMJ6