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Jensen Huang· @JensenHuang · X·· 24 天前AI 评分47
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NVIDIA 算力可互换、耐用且租金回报高。它是一项能产生收入的生产性资产。

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NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.

引用Ornn@OrnnExchange
The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour. Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead.
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来源:Jensen Huang · x.com