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Why I buy NVDIA every month

Haebom
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TikTok's parent company ByteDance purchased about 100,000 A100 and H800 units (the H800 is a reduced version of the H100), each at about $10,000.
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A100, H100, and the like are high-performance GPUs made by Nvidia.
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With regulations on Chinese companies kicking in last September, I technically couldn’t buy them... but I just got the ones I ordered back in August.
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So what about Nvidia’s latest GPU, the H100?
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Its performance surpasses any AI computing unit available today.
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An H100 GPU is mounted per rack → each rack consumes 3,300W of power
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The price is outrageous too—tens of thousands of dollars (current market price...)
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Even so, there are so many orders for the H100 that it’s impossible to meet demand.
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The only thing that could be called a substitute right now is the TPU, but in reality there’s no real alternative.
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Even if substitutes do come out, would they match Nvidia’s performance? Pretty much impossible.
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As AI becomes more common, computations get more complex, and models get larger, GPU shortages will keep happening.
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haebom@kakao.com
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