With the explosion of AI large models, Nvidia’s GPUs are in short supply. Foreign media previously stated that Nvidia’s orders have increased rapidly, and even have been scheduled until 2024.
Among them, the most powerful AI training H100 GPU has become a hot commodity. Foreign media Tomshardware reported that Nvidia plans to sell more than 550,000 H100 accelerator cards this year, but this statement has not been confirmed by Nvidia.
▲ NVIDIA H100 GPU
According to estimates by Barron’s senior writer Tae Kim, Nvidia is benefiting enormously from this wave, potentially breaking all records.
According to Tae Kim, the source revealed to Raymond James of the investment banking company that the cost of the H100 GPU is 3,320 US dollars (currently about RMB 24,236), while the company sells it at 25,000 to 30,000 US dollars (currently about 183,000 to 219,000 yuan). RMB) to sell these GPUs.
Although this statement may not take into account other costs, only from the perspective of production cost/selling price ratio, Nvidia H100 GPU is a “super gold mine”.
Thanks to the industry’s demand for Nvidia’s GPU, well-known investment bank Morgan Stanley previously said that chipmaker Nvidia will benefit from “huge changes” in the field of AI. Nvidia founder and CEO Jensen Huang delivered a keynote speech at the SIGGRAPH conference in Los Angeles earlier this month, saying the company made an existential business decision in 2018 to bet everything on AI.
