Omdia: Meta and Microsoft are expected to have received 150K Nvidia H100 GPUs each by the end of 2023, three times as many as Google, Amazon, or Oracle (Dan Robinson/The Register)

Dan Robinson / The Register:

Omdia: Meta and Microsoft are expected to have received 150K Nvidia H100 GPUs each by the end of 2023, three times as many as Google, Amazon, or Oracle  —  Less is more, as hyper heterogeneous computing heats up  —  Server unit shipments for 2023 could crash by up to 20 percent on last year, despite revenue growing.

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