Incredible that Meta has 1.5x the amount as Google and Amazon combined. For all the criticisms of Zuckerberg, Meta is an insanely strong and well-aligned organization, and their open-source contributions are unparalleled.
Buying H100's is almost necessary if only to assure you're not compute starved.
FOSS is all well-and-good, but that doesn't directly translate into profits.
Except it's based on a vague, "build it and they will spend" wing and a prayer cargo cult rather than fulfilling any specific, pressing need.
Morale is low as there are round after round of layoffs.
So maybe that's why they don't have so much in the way of stuff from NVIDIA?