Nvidia's H100 margins hit 91% as AMD competition pressures B200 pricing
Nvidia's H100 had 91% profit margins but B200 margins are scaling back due to AMD competition; the free market will commoditize compute and drive down margins.
Nvidia's H100 margins hit 91% as AMD competition pressures B200 pricing
Nvidia's H100 had 91% profit margins but B200 margins are scaling back due to AMD competition; the free market will commoditize compute and drive down margins.
"the H100 had a profit margin for Nvidia of 91%. The B200, they've scaled back a little, but they probably only scaled back a little because of competition from AMD"