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> I expect this will lead to a final surge in demand for NVDA chips

But other than FOMO why would someone buy better chips when they don't actually know what to do with their old ones?

H100s are in very high demand and usually running work 24/7. So much that the energy cost is a big factor. The B100 halves the energy costs, among many other things.

If they are in such high demand, then are they just being priced below cost? why else is the capex so much higher than the revenues? These things must depreciate over only 3-5 years (or less?)

No. Some people say H100s are priced at 1000% of cost and Nvidia could charge even more but then they would really push their large clients (Microsoft, Meta, Amazon) to build competing hardware. And even at the current price they are trying already.

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