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Supercomputers with 1 Million NVIDIA and AMD Chips Are Coming
![NVIDIA Supercomputer is Coming](https://a673b.bigscoots-temp.com/wp-content/uploads/2024/07/Positive-2-10.jpg)
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The AI industry’s need for data center compute is driving demand for massive supercomputers, with clusters of over one million chips now being talked about. We discuss how this trend could impact companies like NVIDIA (Nasdaq: NVDA) and AMD (Nasdaq: AMD) and the trends driving this push for such massive AI computing clusters.
Here are some highlights from the discussion between 24/7 Wall Street Analysts Eric Bleeker and Austin Smith.
“TPM: What’s the biggest AI training cluster that somebody is serious about – you don’t have to name names. Has somebody come to you and said with MI500, I need 1.2 million GPUs or whatever.
Forrest Norrod: It’s in that range? Yes.
TPM: You can’t just say “it’s in that range.” What’s the biggest actual number?
Forrest Norrod: I am dead serious, it is in that range.
TPM: For one machine.
Forrest Norrod: Yes, I’m talking about one machine.
TPM: It boggles the mind a little bit, you know?
Forrest Norrod: I understand that. The scale of what’s being contemplated is mind blowing. Now, will all of that come to pass? I don’t know. But there are public reports of very sober people are contemplating spending tens of billions of dollars or even a hundred billion dollars on training clusters.”
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