alt Hacker NewsFor the time being this thesis hasn’t worked out though. H100’s are only going up in price and becoming more scarce [1]. At what point would you update if now going on 3 years into H100 lifecycle this doesn’t seem close to happen.
For the time being this thesis hasn’t worked out though. H100’s are only going up in price and becoming more scarce [1]. At what point would you update if now going on 3 years into H100 lifecycle this doesn’t seem close to happen.
But they are becoming more scarce while staying on Nvidia’s shelves buy-and-hold, or being leased back in some cases. They are not being installed by customers at anything like the rate the sales figures suggest. So yeah, these H100s will last a long time in the packaging.
Meanwhile, Meta is selling their spare AI data centre capacity.