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DGX Cloud

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 6, 2023 by David Rosenthal · said 8 times in 2 episodes since 2023 · across every show →

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brought up most by David Rosenthal (5), Ben Gilbert (3)

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2023 8 mentions in 2 episodes 4 per episode

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Everything said about DGX Cloud, 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 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
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