Tesla will eventually spend 'several billion dollars' on AI GPUs, with $500M+ being spent on its Dojo AI supercomputer buying 10,000 x NVIDIA H100 AI GPUs.
HBM market expected to double its market revenue by 2025, as next-gen AI GPUs are in production, using the very latest (and fastest) HBM memory available.
NVIDIA CEO Jensen Huang visits Taiwan and TSMC to check on the mass production status of Hopper H200, Blackwell B100 AI GPUs that will release this year.