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What are potential bottlenecks to AI development right now?

There is an acute shortage of GPUs,
almost all of which are made by Nvidia, for
supercomputers used to train LLMs. Lead
times are at least nine months and more
usually 18 months for the new H100 chip.
The OpenAI supercomputer used to train
GPT-4 reportedly uses 10,000 of the older
Nvidia A100 GPUs.
H100s have a retail price of around $10k
but can trade on the grey market for as
much as $40k


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