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November 3

  • The GPU Bubble: Why Buying H100s is a Losing Bet

    ➀ H100 GPU market has flipped from shortage to oversupply due to various factors;

    ➁ The cost of renting H100s has dropped significantly, making new purchases less attractive;

    ➂ The rise of open-source models and the decline in demand for new foundation models have contributed to the price drop;

    ➃ Alternative hardware options are becoming more viable, reducing the need for H100s in certain applications;

    ➄ The author advises against investing in new H100s and suggests considering the stock market for better returns.

    Investment StrategyMarket Trends

August 18