Nvidia H100
also referred to as: h-100 · h100
part of NVIDIA
4 statements across 3 episodes · 2 bullish · 5 bearish · 5 people on the record · first statement Feb 24, 2025 by Steeve Morin · said 36 times in 18 episodes since 2023 · across every show →
Mentions by year
brought up most by Steeve Morin (6), Harry Stebbings (5), Cliff Weitzman (5), Anjney Midha (5), Tom Hulme (4), Jonathan Ross (3), David Cahn (2), Andrew Feldman (2)
tap a year for its mentions
2026 12 mentions in 5 episodes 2 per episode
- The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- How to Build Your Own Data Center & Why Every Startup Should Do It
- Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 12 mentions in 5 episodes 2 per episode
- Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 10 mentions in 6 episodes 2 per episode
- Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
- David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- Delian Asparouhov: Inside the Walls of Founders Fund: What the World Does Not See | E1183 · 20VC with Harry Stebbings
- Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2023 2 mentions in 2 episodes 1 per episode
Everything said about Nvidia H100, oldest first
Feb 24, 2025 bearish
Feb 24, 2025 bullish
Morin: Nvidia will remain dominant in AI inference due to availability
“The thing is these chips are on the market. They're here. I can, you know, out tab on Chrome and get one. That is something that, you know, I don't take lightly. Availability that is right. So I think Nvidia is used to stay at least if not for the H-one hundre…”
Feb 24, 2025 neutral
Feb 24, 2025 negative
Morin: Nvidia H100 costs 5x A100 price for 2x inference speed
“H 100 comes along and inference is it's worth five times the price. And it may be runs twice in terms of performance on inference. That is on training. It's a lot better, but on inference, it's like maybe twice as fast when it actually, when it came out, it ra…”
Sep 29, 2025 positive
Ross: NVIDIA H100 GPUs remain highly profitable to operate despite age
“They're getting close to five years old. And they're still operating well, they're still earning more than their operating costs by quite a bit. You would never deploy an H 100 today, but they're still profitable to run, right?”
Oct 6, 2025 negative
Feldman: Claims of a two-year AI chip depreciation cycle are wrong
“I think people are clearly still getting value from H-one hundreds, and that's more than two years, right? So you know If you say it's a two-year depreciation, you're empirically wrong, right? I mean, they are and I think people are still getting value from A-…”
Apr 14, 2026
Midha: AI Compute Is Non-Fungible Across Nvidia Chip Generations
“Computer is not fungible today. So forget fungibility of compute across different manufacturers, like NVIDIA and AMD. Within a manufacturer, NVIDIA chips, for example. The H 100, the GB 200, the GB 300, these are all completely different chip types. So if you …”
May 26, 2026 negative
Feldman says Elon Musk sold outdated H100 hardware in suboptimal deals
“They got H 100. They didn't get the B 200. They didn't get the most current. They are a generation and a half, maybe two generations behind. So the, this was not a great deal. It was a good deal for Elon. He had them sitting around, but they were forced to tak…”
Sep 5, 2026 bearish
Weitzman: Renting an H100 GPU costs 1.5 times more than buying it
“If I was to buy an H 100 for, let's say, 30,000 dollars, that's how much the, kind of, a single card would cost. If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars. If I rented it from, like, You know, Azure or AWS,…”