Patel forecasts NVIDIA will ship over one million H100 and A100 GPUs this year.
“NVIDIA is gonna ship over a million, h one hundreds plus a a one hundreds this year.”
Patel says NVIDIA made 4 million GPUs last year and will produce 7 million this year.
“Nvidia made over 4,000,000 GPUs last year, they're making over 7,000,000 this year, right? High end data center GPUs.”
Patel confirms OpenAI publicly announced running production inference on GB200 a couple months prior.
“Publicly, OpenAI has said they're running production inference on GV200 a couple of months ago, in fact. Right?”