I remember reading NVDA financial results and thinking wtf:
https://techhq.com/2023/12/why-was-singapore-central-to-nvid...
Reasons for wtf:
- SG in terms of datacenter load in megawatts is a fraction compared to the US. Approx 900ish MW in SG vs 19000 in US. Where are all those GPUs going?
- There's been a shortage of rack space in Singapore due to high demand AND lack of supply due to A.) singapore is tiny, B.) there was a moratorium on new builds. Again, where are all those GPUs going to fit in SG?
- Assuming new GPUs are going into the DCs, presumably that would mean the DCs are having to be retooled to handle higher density rack loads.
I suspect that a lot of those GPUs were purchased in SG and shipped to China. The only other way I could reconcile those numbers is if someone were purchasing the chips and manufacturing cards in SG.
How exactly is Russia going to get 10000 H100? I was under the impression that even legit companies in the US are fighting over them
On China - feels like the tech sanctions are an own goal. Short term delay sure but long term puts China into a much stronger position thanks to independence. Plus more risky that they just grab it from here and run away with it like with EVs and solar. If I were American I’d really be wondering whether this is the correct strategic play