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The 40k h100s have ballpark comparable transistor counts to their 1k gaming gpus. I didn't see concerns with production. The gains came from the massive margin
by AnotherGoodName 2y ago
The 40k h100s have ballpark comparable transistor counts to their 1k gaming gpus. I didn't see concerns with production. The gains came from the massive margin increase.
They never needed to massively increase production from tsmc. They just needed to go from 5% to 75% margin on the cards they sell which is exactly what they did.
https://www.reddit.com/r/wallstreetbets/comments/14zhy7f/comment/jry1sfb/ https://www.reddit.com/r/wallstreetbets/comments/14zhy7f/com...