Nvidia releases new AI chip with 480GB CPU RAM, 96GB GPU RAM
My question here is about underlying fab capacity. This chip is made on TSMC 4N, along with the H100 and 40xx series consumer GPUs. I assume Nvidia has purchased their entire production capacity. I also assume that Nvidia is using that capacity to produce the products with the highest margins, which probably means the H100 and this new GH200. So when they release this new chip, does it mean effectively fewer H100s and 4090s? Or is that not how fabrication capacity works?I'm asking because whenever I look at ML training in the cloud, I never see any availability - either for this architecture or the A100s. AWS and GCP have quotas set to 0, lambda labs is usually sold out, paperspace has no capacity, etc. What we need isn't faster or bigger GPUs, it's _more_ GPUs.