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Re:MI300X vs. H100 vs. H200 Benchmark Part 1: Training – CUD... by wjnc on Monday December 23, 2024 @10:11AM (#42494932)
I enjoy this train of thought a lot. Capturing shareholder value by just creating it yourself. The destruction of a moat I fear is worth less than the existence of a moat a competitor has successfully built. So don’t forget to buying puts Nvidia.

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