[ben_w]

Last I heard, the estimate was that NVIDIA would build 550k units in 2023, so 2% of all production — especially as at least six others (your four plus Apple and at least one intelligence agency) will be of similar size by themselves — is certainly non-negligible.

[2OEH8eoCRo0]

550k H100s? Who is buying these? They are hella expensive and China isn't allowed to have them.

[ben_w]

Other than the ~12% I just estimated, lots of large-but-not-famous places will be buying ~1k, and small places will be buying tens to hundreds, and quite a lot of AI bubble money will be invested in startups that claim they only need one.

Probably some scientific modelling that can be done on these, so I bet some universities and private labs will be buying them. NASA, SpaceX, RocketLab, Helion, etc.

There's also probably a lot of AAA game studios and art studios for movies etc. who are each buying dozens of these graphics processing units for… graphics :P

[alecco]

Government agencies.

[ushakov]

The Big Cloud