A100

6 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 6, 2023 by David Rosenthal · across every show →

Everything said about A100, oldest first

Sep 6, 2023 neutral
Assertion Supported
Nvidia DGX Cloud starting prices are $37,000 monthly for an A100 system
“So starting price for DGX Cloud is 37,000 dollars a month, which will get you an A-one hundred based system, not an H-one hundred based system.”
David Rosenthal Sep 6, 2023 ▶ 1:25:19 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023
Assertion Supported
Nvidia launched the H100 GPU in September 2022 retailing at $40,000
“So they launched it in September, twenty-twenty-two. It's the successor to the A-One hundred. One GPU, one H-One hundred, cost 40,000 dollars.”
Ben Gilbert Sep 6, 2023 ▶ 1:15:19 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 bullish
Assertion Supported
Nvidia's H100 GPU is nine times faster for AI training than A100
“So, the reason you want an H-one hundred is they're 30 times faster than an A-one hundred, which mind you is only like two and a half years older. It is nine times faster for AI training.”
Ben Gilbert Sep 6, 2023 ▶ 1:16:21 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 positive
Assertion Not checkable as stated
DGX Cloud rental pricing yields a three-month capex payback on A100 hardware
“A listener helped us out and estimated that the cost to actually build an equivalent A-one hundred DGX system Would be today something like a 120 K. Remember, this is the previous generation. This is not H-one hundreds. And you can rent it for 37 K a month. So…”
David Rosenthal Sep 6, 2023 ▶ 1:25:36 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 neutral
Assertion Supported
Cloud instances cost $30 hourly for A100s and $100 hourly for H100s
“You can get access to a DGX server. That's eight A 100 for about 30 bucks an hour, or you can go over to AWS and get a P five dot 48 X large instance, which is eight H 100, which I believe is an HGX server for about a hundred dollars an hour.”
Ben Gilbert Sep 6, 2023 ▶ 1:22:21 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 neutral
Assertion Contradicted
Nvidia split consumer and data center GPU architectures in September 2022
“Up until NVIDIA's current GPU generation, the hopper generation of GPUs for the data center, there was only one GPU architecture at NVIDIA, and that same architecture and those same chips from the same wafers made at TSMC, some of them went to consumer gaming …”
David Rosenthal Sep 6, 2023 ▶ 1:06:05 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
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