Meta Platforms, Inc. META CEO Mark Zuckerberg provided an update on the company’s AI efforts in a Fb publish this week, and, on Saturday, Elon Musk commented on one element shared by the Meta CEO.
What Occurred: Zuckerberg mentioned Meta is constructing a large compute infrastructure to help its future roadmap, together with the usage of 350,000 H100s AI accelerator chips from Nvidia Corp. NVDA by the top of 2024. Together with different GPUs, the social-media big will use virtually 600,000 H100s-equal of compute, he added.
One Tesla fanatic, Dave Lee, shared a publish on X by Ark Make investments’s Director of Analysis for Subsequent Era Web Frank Downing by which he mentioned the 600,000 H100 equivalents is about eight occasions Tesla, Inc.’s TSLA roadmap by the top of 2024. One H100 is the same as 4 A100s, the analyst famous.
“The 350k H100 goal by finish of 2024 suggests a greater than doubling of complete GPU compute since H100 began quantity delivery in Q1 2023,” Downing mentioned.
“To be honest, Tesla’s relative compute improve can also be insane, focused to develop their base by ~20x in a yr and a half.”
Reposting Downing’s publish, Lee requested, “What’s Meta/Fb going to do with 600,000 H100 (and equal) GPUs by finish of this yr?”
Replying to him, a bemused Musk mentioned, “Not clear.”
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Why It’s Necessary: Zuckerberg mentioned in his publish that Meta’s lengthy-time period imaginative and prescient is to construct AI, open-supply it responsibly and make it extensively out there so everybody can profit.
“We’re bringing our two main AI analysis efforts (FAIR and GenAI) nearer collectively to help this,” he mentioned.
Zuckerberg additionally famous that the corporate is at present coaching its subsequent-gen mannequin Llama 3.
“Additionally actually enthusiastic about our progress constructing new AI-centric computing units like Ray Ban Meta good glasses,” he added.
Tesla, in the meantime, is utilizing AI to excellent its autonomous driving expertise. Actual-world knowledge collected from its electrical automobiles internationally is fed right into a excessive-efficiency computing system. Self-driving software program is seen as a excessive-margin recurring income stream for Tesla and may be central to the robotaxi service Elon Musk introduced in 2023.
Tesla ended Friday’s session up 0.15% at $212.19 and Meta climbed 1.95% to $383.45, in line with Benzinga Pro data.
Learn Subsequent: Meta Platforms Is Wall Street’s Top Internet Pick, Analysts Laud AI Investments and Advertising Strength
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‘Not Clear,’ Quips Elon Musk As Tesla Enthusiast Questions Meta’s Plan To Buy Nvidia’s AI Chips Equivalent To 8 Times Tesla’s Computing Needs – Meta Platforms (NASDAQ:META), NVIDIA (NASDAQ:NVDA) www.benzinga.com 2024-01-20 21:15:16
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