Ben Gilbert: belief

Transcript context

…This is unbelievable. Nvidia launched their own cloud service through other clouds. Nvidia does have (I think) six data centers, but that I don’t believe is what they’re actually using to back DGX cloud. No. starting price for DGX cloud is $37,000 a month, which will get you an A100-based system, not an H100-based system. The margins on this are insane for Nvidia and their partners. A listener helped us out and estimated that the cost to actually build an equivalent A100 DGX system today would be something like $120,000. Remember, this is the previous generation, this is not H100s. And you can rent it for $37,000 a month. That’s three months’ payback on the CapEx for this stuff for Nvidia and their cloud partners together. Even more for Nvidia, more important longer term, for enterprises that buy this, Nvidia now has a direct sales relationship with those companies, not necessarily intermediated by sales through Azure or Google or AWS, even though the compute is sitting in their clouds.…

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