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    GB300 server estimates and export-control priorities

    A user estimates 32 servers would hold 256 GB300s if they use ASUS XA NB3I-E12 systems.

    T(
    1 Source, 4h ago, first seen 4h ago

    TLDR

    A user estimates that 32 servers would contain 256 GB300s if they are ASUS XA NB3I-E12 systems. They say a $440 million total could represent as few as 3,500 GB300s, based on a reported $1 million price per eight-chip server. They view such leaks as minor and argue that domestic production, offshore contracted capacity—mainly in Southeast Asia—and export-control enforcement matter more.

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    1 Source, first seen 4h ago

    Combined views

    2.3K

    1 Source, first seen 4h ago

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    1 Source

    @teortaxesTexafaict, those "32 servers" mean 256 GB300s (assuming ASUS XA NB3I-E12) $440M in total might mean as little as 3.5K GB300s, given that unit price per 8x server has been reported as $1M (might be even higher now). These are all microscopic leaks in the grand scheme of things. A group like DeepSeek could do a lot even with that much, but it'll be dispersed and likely underutilized. what matters is only domestic production + offshore contracted capacity, mainly in SEAsia, and accordingly enforcement of export controls and foiling these contract agreements.4h

    1 Source

    @teortaxesTexafaict, those "32 servers" mean 256 GB300s (assuming ASUS XA NB3I-E12) $440M in total might mean as little as 3.5K GB300s, given that unit price per 8x server has been reported as $1M (might be even higher now). These are all microscopic leaks in the grand scheme of things. A group like DeepSeek could do a lot even with that much, but it'll be dispersed and likely underutilized. what matters is only domestic production + offshore contracted capacity, mainly in SEAsia, and accordingly enforcement of export controls and foiling these contract agreements.4h