- We have covered this series of reports before.
- The latest 2023 report is worth a flick (all 160 slides).
- This graph, for example, shows the largest Nvidia H100 chip clusters – interesting to see TSLA there, who also run the 4th largest A100 cluster in the world.
- Or see Slide 76 which suggests that Nvidia’s advantage (the use of its chips in academic papers) continues to increase.