The hottest Substack posts of
danvdb
And their main takeaways
- The AI industry might face a shortage of data center space with the increase in NVIDIA H100 GPUs.
- The energy consumption from the forecasted 4.5 million H100 GPUs in 2023/24 could exceed the data center capacity, posing a challenge.
- Existing data centers may struggle to retrofit the necessary equipment and manage the power demands of the upcoming surge in GPU servers.