Jensen Huang· @JensenHuang · X·· 23 天前AI 评分57
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黄仁勋转发 H100 租金行情并称 NVIDIA 算力是可互换、耐用且高出租率的生产性资产。被引用内容显示,三年前的训练芯片 H100 租金月涨 22% 至 $3.28/小时,与折旧假设相反,市场反而在为这块老芯片支付更高价格。
正文
NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.
The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour. Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead.在 X 查看被引用的帖子
来源:Jensen Huang · x.com