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by shjake
1133 days ago
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They might be putting themselves in a similar position as Intel though (maybe worse since I don’t recall Intel ever being as greedy..) if their competitors eventually catch up. Unlike in gaming in the data center initial cost + performance per watt are the only thing that really matter (besides software, Nvidia has a huge moat there..). And in relation to how much Nvidia is charging per GPU total power costs are close to zero.. So 4 ‘worse’ but much cheaper chips might be a better deal than buying an A/H100 etc. |
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That's not true from a hardware perspective either. You can't just plug in 4 worse cards in the same rack. The savings on the graphics cards become less significant if you need to double/quadruple all other hardware to increase the number of racks. A 1U blade can easily cost $10000 without a graphics card.