> So all this ‘pent up demand’ for AI (as investors) is basically the company that builds the tool?
They make the gold, not the tool. Ounce for ounce, a wafer of top end NVIDIA chips is the most valuable substance on earth.
They make the gold, not the tool. Ounce for ounce, a wafer of top end NVIDIA chips is the most valuable substance on earth.
I think that would still be Californium. Even if NVIDIA could fit 300 H100 on a 300mm wafer at $40,000 a GPU a wafer would be worth $12,000,000 which would be in the same ballpark as a single gram of Californium.
Technically anti-matter would cost orders of magnitude more but there's no demand for it so it's not really valuable, whereas Californium is tightly rationed for scientific research. </silly-nitpick>