What's funny is that even though the DGX GH200 is some of the most powerful hardware available, there's such a voracious demand that it's not gonna be enough to quench it. In fact, this is one of those cases where I think the demand will always outpace supply. Exciting stuff ahead.
I heard Elon say something interesting during the discussion/launch of xAI: "My prediction is that we will go from an extreme silicon shortage today, to probably a voltage-transformer shortage in about year, and then an electricity shortage in about a year, two years."
I'm not sure about the timeline, but it's an intriguing idea that soon the rate limiting resource will be electricity. I wonder how true that is and if we're prepared for that.
I heard Elon say something interesting during the discussion/launch of xAI: "My prediction is that we will go from an extreme silicon shortage today, to probably a voltage-transformer shortage in about year, and then an electricity shortage in about a year, two years."
I'm not sure about the timeline, but it's an intriguing idea that soon the rate limiting resource will be electricity. I wonder how true that is and if we're prepared for that.