XJO 0.34% 7,796.0 s&p/asx 200

"The current chip H100 has 80 billion transistors & cost...

  1. 11,652 Posts.
    lightbulb Created with Sketch. 536
    "The current chip H100 has 80 billion transistors & cost $30000"

    But there is a problem. "Zuckerberg's Meta Is Spending Billions to Buy 350,000 Nvidia H100 GPUs". So the whole sales hype and multi-trillion dollar valuation is based on just one customer. Now how often is Zuckerberg going to do that and how many more Zuckerbergs are out there wanting to spend billions on H100 GPUs? None!


 
watchlist Created with Sketch. Add XJO (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.