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How to Build the Ultimate GPU Cloud to Power AI
Odd Lots
The Slow Rise of Hyper Scalers in the Cloud Computing Space
The H100s started to be distributed globally to all of us back in March. We have builds going on at 10 data centers across the US right now, and we're delivering it to clients. The guidance that we're seeing from the hyper scalers is that they're not going to begin delivering scale access to the H100 chipset until late Q3 or maybe mid Q4. Some of them are even beginning to guide into Q1. It's just a different type of compute that they're building relative to last generation. And it's taking them some time to catch up because you have to retrain entire organizations to do this.
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