Surprisingly, there appears to be an additional clue for this in the wording: 2e26 BF16 FLOPs take 2.5 months on 100K H100s at 30% utilization, while the duration of “several months” is indicated by the text “数ヶ月” in the original tweet. GPT-4o explains it to mean
The Japanese term “数ヶ月” (すうかげつ, sūka getsu) translates to “several months” in English. It is an approximate term, generally referring to a period of 2 to 3 months but can sometimes extend to 4 or 5 months, depending on context. Essentially, it indicates a span of a few months without specifying an exact number.
So the interpretation that fits most is specifically 2-3 months (Claude says 2-4 months, Grok 3-4 months), close to what the calculation for 100K H100s predicts. And this is quite unlike the requisite 10 months with 10K H100s in FP8.
Surprisingly, there appears to be an additional clue for this in the wording: 2e26 BF16 FLOPs take 2.5 months on 100K H100s at 30% utilization, while the duration of “several months” is indicated by the text “数ヶ月” in the original tweet. GPT-4o explains it to mean
So the interpretation that fits most is specifically 2-3 months (Claude says 2-4 months, Grok 3-4 months), close to what the calculation for 100K H100s predicts. And this is quite unlike the requisite 10 months with 10K H100s in FP8.