NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.
Jensen Huang says NVIDIA compute is fungible, durable and rentable
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NVIDIA CEO Jensen Huang says NVIDIA compute is fungible, durable and highly rentable, making it a productive, revenue-generating asset. Background from @OrnnExchange notes that H100 rental prices rose 22 percent month over month to $3.28 an hour, even though the chip is three years old.
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@JensenHuang
The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour. Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead.
Source: Jensen Huang · x.comPublished · added here