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dofm • today at 3:23 AM • 2 replies • view on HN

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.


Replies

gizajob • today at 6:55 AM

Where are all these unused H100s sitting and where are the people who have been fired for buying them?

wombatpm • today at 3:54 AM

Isn’t that what SpaceX is doing too? Selling spare compute while they work on their rocket side hustle.