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Jensen Huang put it quite decently: "When Blackwell starts shipping in volume, you couldn't give Hoppers away."

All of the current GPU investments are gonna hit zero, and probably a lot faster than the companies buying them realise. Definitely a lot faster than the investors realise.



When did Blackwell start shipping in volume? A H200 is still > $30,000.

I'd settle for some free 80GB A100 cards! ($7,000 2nd hand on ebay right now)




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