An in-depth look at GPU supply and demand, particularly Nvidia H100s, how a reliance on TSMC causes bottlenecks, H100 clients, Nvidia's allocations, and more (GPU Utils)

GPU Utils:

An in-depth look at GPU supply and demand, particularly Nvidia H100s, how a reliance on TSMC causes bottlenecks, H100 clients, Nvidia's allocations, and more  —  Introduction  —  As of August 2023, it seems AI might be bottlenecked by the supply of GPUs. … Is There Really A Bottleneck?

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