[jsheard]

Hasn't H100 been shipping in volume for about a year already? Is Gaudi2 even available at comparable scale yet? I wouldn't count Nvidia out until they start slipping on similar timescales, i.e. if B100 doesn't have a clear lead over competing parts that become available at roughly the same time.

[memossy]

I think as we go to enterprise workloads the total cost of ownership becomes important.

NVIDIA is still the best for research given ecosystem but once the models are standardised as with transformers/LLaMA and likely multimodal diffusion transformers it then becomes about scale, availability and cost per flop.