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Tesla will spend billions of dollars on NVIDIA AI GPUs this year, will also buy AMD AI GPUs

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. ....

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NVIDIA commands 90% of AI GPU market, competitors are 'years from catching up'

NVIDIA reportedly has an estimated 90% of the AI GPU market share, with 1.5 million to 2 million AI GPUs to be sold by NVIDIA in 2024 alone. ....

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HBM industry revenue to double by 2025, thanks to next-gen AI GPUs by AMD, NVIDIA, others

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. ....

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Meta's long-term vision for AGI: 600,000 x NVIDIA H100-equivalent AI GPUs for future of AI

Mark Zuckerberg unveils Meta's goal in creating artificial general intelligence (AGI) with nearly 600,000 AI GPUs by the end of this year alone. ....

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NVIDIA CEO Jensen Huang visits Taiwan, preparing for Hopper H200 and Blackwell B100 AI GPUs

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. ....

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