[zerosizedweasle]

Smells of desperation. Either the bubble is at risk more than we thought or the AI isn’t as revolutionary as they thought.

[alecco]

H200 is the previous generation expansion card (PCIe). The current B200 is ~2x in many ways. Note there is no mention of GH200 (integrated GPU-CPU) and all those fancy NVIDIA servers.

OTOH, DeepSeek squeezed well their impaired bandwidth H800 cluster. I hope they get a lot of H200s.