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
Sep 6, 2023
Sep 6, 2023 bullish
Sep 6, 2023 positive
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…”
Sep 6, 2023 neutral
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.”
Sep 6, 2023 neutral
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 …”