Based on rumors, it seems that because the demand is so high and supply so short, that Nvidia is having to select who gets the cards. I bet they're likely thinking about who can do the most impactful work and OpenAI would definitely be in the running for the short list of companies who are actually shipping. So I bet OpenAI / Microsoft got a lot of the newest cards.
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Based on rumors, it seems that because the demand is so high and supply so short, that Nvidia is having to select who gets the cards. I bet they're likely thinking about who can do the most impactful work and OpenAI would definitely be in the running for the short list of companies who are actually shipping. So I bet OpenAI / Microsoft got a lot of the newest cards.
They’re definitely thinking about impact… to their overall margins.