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Yes. Also, how much can Nvidia revenue go up from here? There are only a small handful of companies that want more than 100k H100s - if there are ten, that’s $3
by tikkun 2y ago
Yes. Also, how much can Nvidia revenue go up from here? There are only a small handful of companies that want more than 100k H100s - if there are ten, that’s $30b of GPUs, which Nvidia would sell in less than 6 months, and then who keeps buying?
Or are we expecting a few companies to be buying 1 million plus H100s each next year
- soloist11 2y agoWhat's the failure rate of GPUs over a 10 year period?