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by latency-guy2
857 days ago
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All of this is public information, its estimated Microsoft bought ~150k H100s from old reports, we also know today that Meta actually bought 500k units To reach double digit revenue of NVIDIA's 2023 at $26.97 billion, you'd only need to hit ~$2.7B in sales. H100's are priced anywhere between $20k - $35k, so required to purchase ~77k - ~135k units. That is singularly H100s, Microsoft also offers lower compute, and they have the rest of Azure to service with a variety of solutions. Being at #1 or #2 market cap worldwide is not a farfetched position to be a significant controller of chips, especially since they directly work in the space as a platform. |
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