H200
also referred to as: h200 chips
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 27, 2025 by M.G. Siegler · across every show →
Everything said about H200, oldest first
Jan 27, 2025 bullish
Big Tech cannot cut AI CapEx due to catastrophic FOMO risk
“I think that it won't be so easy also for, as I noted, for all these companies to pull back spend because they've already committed to buying X number of H. 200 chips, and then soon enough, we'll get the next iteration, you know, announced down the road, and s…”