Episode #434 from 2:18:45
1 million H100 GPUs
You tweeted a poll asking who's likely to build the first 1 million H100 GPU equivalent data center, and there's a bunch of options there. So what's your bet on? Who do you think will do it? Google? Meta? XAI? By the way, I want to point out, a lot of people said it's not just OpenAI, it's Microsoft, and that's a fair counterpoint to that.
Why this moment matters
You tweeted a poll asking who's likely to build the first 1 million H100 GPU equivalent data center, and there's a bunch of options there. So what's your bet on? Who do you think will do it? Google? Meta? XAI? By the way, I want to point out, a lot of people said it's not just OpenAI, it's Microsoft, and that's a fair counterpoint to that.
Starts at 2:18:45