Gerstner reports X.AI targets 50 million H100 equivalent units, requiring 4 million GPUs and 11 gigawatts.
“If you look at this one out of Elon talking about the X dot AI goal is 50,000,000 in units of H100 equivalent.”
Gerstner reports DeepSeek is massively compute constrained now, with GPU differential growing versus OpenAI for o3.
“On top of that, we learned, you know, they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff”
Gerstner predicts next year will see more compute deployed globally than in all of human history combined.
“We're going to deploy more compute on a global basis next year than all the compute ever deployed by humanity combined. That's how much compute is going to drive these training models.”
post Gerstner calls $450B Anthropic 2027 exit run rate too aggressive, sees $250B as achievable base case
https://x.com/altcap/status/2089397992252178446