By the end of this year, Elon Musk's companies (Tesla & xAI) will have brought online roughly $10 billion worth of training compute capacity in 2024 alone.
Tesla already deployed and is training ahead of schedule on a 29,000 unit Nvidia H100 cluster at Giga Texas – and will have 50,000 H100 capacity by the end of October, and ~85,000 H100 equivalent capacity by December.
That's crazy Numbers! Buy every dip on NVDA and TSLA!
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