$2 H100s: How the GPU Rental Bubble Burst

Re:$2 H100s: How the GPU Rental Bubble Burst by lamontcg on Friday October 11, 2024 @01:28AM (#41806469)

so, time to short NVDA?

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Re:$2 H100s: How the GPU Rental Bubble Burst by pico_creator on Friday October 11, 2024 @02:10AM (#41806700)

Hard to say, i mean A100's had the same freefall - and nvidia just grew with H100's

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Re:$2 H100s: How the GPU Rental Bubble Burst by swyx on Friday October 11, 2024 @02:34AM (#41806841)

can you do a quick rerun of the ROI math with BH200 numbers now that we know them? minus the fp4 shenanigans ofc

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Re:$2 H100s: How the GPU Rental Bubble Burst by pico_creator on Friday October 11, 2024 @02:43AM (#41806897)

Do we have actual fp8 numbers? (or i could proxy it by /2 the fp4)

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Re:$2 H100s: How the GPU Rental Bubble Burst by Ekaros on Friday October 11, 2024 @01:59AM (#41806620)

Old adage still stands. But I would certainly unload some if I had any.

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Re:$2 H100s: How the GPU Rental Bubble Burst by _sys49152 on Friday October 11, 2024 @02:09AM (#41806689)

past 4 years have taught me to bet on irrational

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Re:$2 H100s: How the GPU Rental Bubble Burst by andreasmetsala on Friday October 11, 2024 @02:30AM (#41806805)

That works until it doesn’t.

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Re:$2 H100s: How the GPU Rental Bubble Burst by aurareturn on Friday October 11, 2024 @11:13AM (#41810211)

The fact that cheaper GPU prices have drawn so much interest here should tell you that prices will bounce back. The lower the price, the more people will experiment with fine tuning and inferencing.

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