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Wrong (it's 350K according to Zuck on insta) and dupe of "Meta will have more than 350.000 Nvidia H100s this year"[0], or "Zuckerberg's Meta Is Spending Billions to Buy 350k Nvidia H100 GPUs"[1]

[0]: https://news.ycombinator.com/item?id=39044911 [1]: https://news.ycombinator.com/item?id=39046193

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350k in new H100s and in total 600k in H100s equivalents.

I wonder what he means by "H100 equivalents" - are these GPUs built in-house or from competitors like AMD / Intel that give equivalent performance to Nvidia's H100s?

I wouldn't be surprised if the answer is "all of the above" and more. Not only is there limited availability of NVIDIA chips, it's also useful to tell Jensen that you actually could buy from somewhere else, even if you don't really want to.

At the end of the day, the bottleneck is TSMC, on which all GPUs are produced right now, even the ones from Intel.

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