[catchnear4321]

no, nvidia is estimated to earn that much profit. as “reported” via twex from money people.

here, the tweet in full.

> Raymond James estimates it costs Nvidia $3,320 to make a H100, which is then sold to customers for $25,000 to $30,000.

[3cats-in-a-coat]

If it was true there would immediately be competition. By “immediately” in this space I mean 2-3 years.

[MichaelZuo]

No way anyone could recreate CUDA + firmware + all the other bits necessary in 2-3 years, to the same level of performance, even if given tens of billions in R&D budget.

10 years sure.

[wmf]

There are some things that money just can't buy and apparently working drivers are one of them.

[billconan]

manufacturing cost == cost?

like they don't need to pay their driver/sdk developers at all?