[SpecialistK]

Pricing breakdowns are going to be hard to come by, as they're negotiated and confidential. But I think it would be safe to say that leading-edge core dies are going to be a sizable plurality (if not majority) of the cost. Only memory would come close (and some of those Reddit comments suggest more, due to it being HBM), as power delivery and other small components like resistors just aren't that expensive.

The trickier bit to measure is R&D, as it's both a fixed cost and one that can be spread across several products.

[thulle]

The 608.5 mm² 4090 with 76.3 B transistors isn't too far off from the 814 mm² H100 w 80 B transistors. Seems like mostly more area for memory interfacing?

Assuming they're not selling the 4090 at a loss and being generous that the whole cost is the chip cost, that makes for a $1600 chip. Scaled to the H100 we get $2140. That's a pretty minuscule fraction of a $35k card.

[az226]

COGS for an H100 is about $3-4k.