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> can do inference as well as the H100 is something the market hasn't priced in. I think probability of that would still be priced in. Not sure what the exact
by mewpmewp2 2y ago
> can do inference as well as the H100 is something the market hasn't priced in.
I think probability of that would still be priced in. Not sure what the exact probability is, though.
But if say it was clear that AMD can come up with a competitive option, then NVDA stock would drop. But if it was clear the other way that AMD can't do it, NVDA price would increase.