Oracle (ORCL) "continues to see exceedingly strong demand" despite xAI pullout - Jefferies
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xAI is building the 100k H100 system itself - Elon Musk
July 9, 2024 1:30 PM EDT(Updated - July 9, 2024 1:32 PM EDT)
Elon Musk on X (Twitter):
xAI contracted for 24k H100s from Oracle and Grok 2 trained on those. Grok 2 is going through finetuning and bug fixes. Probably ready to release next month.
xAI is building the 100k H100 system itself... More

