The H100 gap: half a million made, four million needed
"DACM Insights: Decentralizing AI, The Akash Approach" (DACM Insights)
“There is a shortage of GPUs. There’s no amount of GPUs in the world. We looked at Nvidia’s production lines — Nvidia, in ‘23, they made about half a million H100s and we needed about 4 million H100s from the demand… there was such clear, obvious need that basically defined what 2023 and 2024 was for Akash.” — 00:11:47
Context: Explaining why Akash bet on GPU supply once scaling laws became clear; he says he expected the boom but “I didn’t think it was going to be ‘23” [00:10:20].