Nvidia Reportedly Earns 1000% Profit on Every H100 GPU Sale

twitter.com

no, nvidia is estimated to earn that much profit. as “reported” via twex from money people.

here, the tweet in full.

> Raymond James estimates it costs Nvidia $3,320 to make a H100, which is then sold to customers for $25,000 to $30,000.

If it was true there would immediately be competition. By “immediately” in this space I mean 2-3 years.

There are some things that money just can't buy and apparently working drivers are one of them.

No way anyone could recreate CUDA + firmware + all the other bits necessary in 2-3 years, to the same level of performance, even if given tens of billions in R&D budget.

10 years sure.

manufacturing cost == cost?

like they don't need to pay their driver/sdk developers at all?

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