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Drawn from what Dylan Patel said
Word for word, with the source under each one. They did not write this page.
Founder and chief executive of SemiAnalysis
if improvement stopped you know here the value of an H100 is now predicated on the value that GPD 5.4 four can get out of it instead of the value that GP4 can get out of it and the margins and all that stuff that these labs are doing and they're in a competitive environment so their margins can't go to infinity. Um so you sort of have this like dynamic that is quite interesting in that an H100 is worth more today than it was 3 years ago.
Where this was said
Watch from 0:15:28 plays here↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com
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