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The report reveals that Microsoft bought 485,000 Hopper chips in 2024, far ahead of its competitors.
They take multi-years of planning.
And so forecasting where our growth will be with a little bit of buffer is important.
In contrast, Meta bought 224,000 Hopper GPUs in 2024, followed byAmazonandGooglewith 196,000 and 169,000 units, respectively.