[9rx]

Much like LLMs. There are approximately 10 reasonable players giving it a go, and, unless this whole AI thing goes away, never to be seen again, it is likely that one of them will still be around in 100 years.

H100s are effectively consumables used in the construction of the metaphorical rail. The actual rail lines had their own fare share of necessary tools that retained little to no residual value after use as well. This isn't anything unique.

[munk-a]

H100s being thought of as consumables is keen - it much better to analogize the H100s to coal and chip manufacturer the mine owner - than to think of them as rails. They are impermanent and need constant upkeep and replacement - they are not one time costs that you build as infra and forget about.