4 ms·

so, time to short NVDA?

• Ekaros 2y ago
  Old adage still stands. But I would certainly unload some if I had any.
  • _sys49152 2y ago
    past 4 years have taught me to bet on irrational
    • _w1tm 2y ago
      That works until it doesn’t.
• pico_creator 2y ago
  Hard to say, i mean A100's had the same freefall - and nvidia just grew with H100's
  • swyx 2y ago
    can you do a quick rerun of the ROI math with BH200 numbers now that we know them? minus the fp4 shenanigans ofc
    • pico_creator 2y ago
      Do we have actual fp8 numbers? (or i could proxy it by /2 the fp4)
• aurareturn 2y ago
  The fact that cheaper GPU prices have drawn so much interest here should tell you that prices will bounce back. The lower the price, the more people will experiment with fine tuning and inferencing.