Dan Robinson / The Register:
Omdia: Meta and Microsoft are expected to have received 150K Nvidia H100 GPUs each by the end of 2023, three times as many as Google, Amazon, or Oracle — Less is more, as hyper heterogeneous computing heats up — Server unit shipments for 2023 could crash by up to 20 percent on last year, despite revenue growing.
Posted from: this blog via Microsoft Power Automate.