“Nvidia does not disclose H100 prices...but each chip can sell for $16,000 to $100,000 depending on volume and other factors.” - Reuters
AMD’s new M1300 chip is $15k, and outperforms both the H100 and H200. All earnings estimates are up, but they don’t report again until May.
I trust NVDA will serve you well, but I believe there is more room for growth in AMD. If you’re interested: https://seekingalpha.com/article/4672671-amd-is-the-instinct-mi300x-worth-it-rating-downgrade
“AMD’s new M1300 chip is $15k, and outperforms both the H100 and H200.”
Reports only say it may perform as well.
AMD down 2%
NVDA up 2%
“outperforms both the H100 and H200.”
So says AMD! AMD is 6 months behind in AI hardware. 1-2 years behind in AI software.
NVDAs H300 will be out in a few months.