NVIDIA is backlogged 18 months to 2 years on H100s
"Will demand for advanced AI chips (GPUs) be 1:1 for every person? We sit down with Greg Osuri to find out." (Block Fuel)
“The demand is so high and increasing so fast, the supply is not catching up to any degree of satisfaction. Right now, NVIDIA is backlogged for about 18 months to two years, I believe, for H100s, which is the most widely distributed GPUs from NVIDIA, and even longer for the newer models, the B200s.” — 00:03:53
Context: Setting up the scarcity thesis with the Elon Musk “harder to get than drugs” quote and the Larry Ellison/Jensen Huang dinner anecdote.