For the time being this thesis hasn’t worked out though. H100’s are only going up in price and becoming more scarce [1]. At what point would you update if now going on 3 years into H100 lifecycle this doesn’t seem close to happen.

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dofm 6 hours ago | parent [-]

But they are becoming more scarce while staying on Nvidia’s shelves buy-and-hold, or being leased back in some cases. They are not being installed by customers at anything like the rate the sales figures suggest. So yeah, these H100s will last a long time in the packaging.

Meanwhile, Meta is selling their spare AI data centre capacity.

	▲	gizajob 2 hours ago \| parent \| next [-]
		Where are all these unused H100s sitting and where are the people who have been fired for buying them?
	▲	wombatpm 5 hours ago \| parent \| prev [-]
		Isn’t that what SpaceX is doing too? Selling spare compute while they work on their rocket side hustle.