[huijzer]

It sounds to me like the GH200 achieves more FLOPS per transistor. So, compute demand will be quicker satisfied via the GH200 than via "smaller" chips such as the H100.

Having said that, I don’t think we’re anywhere near some kind of equilibrium for AI compute. If chip supply would magically double tomorrow, then the large companies would buy it for their datacenters and have 100% utilization in a few weeks. They all want to train larger models and scale inference to more users.

[rcme]

In addition to training larger models, I'm sure there are many use cases that AI could serve that are currently cost prohibitive due to the cost of running inference.