> “We’re so short on GPUs the less people use our products the better… We’d love it if they use it less because we don’t have enough GPUs” — Sam Altman

> Meta who has the 2nd most H100 GPUs in the world is increasingly leveraging GPU supply as a recruiting strategy.

https://www.datagravity.dev/p/2023-year-in-review-the-great-...

Though as a wise man [1] once said: "The more you buy, the more you save".

[1] Jensen Huang, NVidia's CEO, says this quite often at conferences, its become a meme at this point, one example https://twitter.com/NVIDIAAI/status/917681161391841280

Meta's annual revenues alone exceed $100B+ at this point, assuming these purchases are staggered over 2-3 years, it is basically adding a 2-3% overhead to their expenses on an annualized basis.