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The GPU haves and have-nots.

This chart from Omdia Research estimating Nvidia’s largest customers this year has been making the rounds in my social media feeds.

As I wrote in an earlier issue of Command Line, these H100s are essentially the tech industry’s new gold, since they are the preferred workhorse for powering generative AI. The gap in shipment volume between Meta, Microsoft and everyone else is quite something, and tracks with what I’ve heard from sources in recent months.

A chart showing H100 GPU shipments this year.
Omdia Research