h100

📰 Huang Renxun’s latest comments are pretty interesting: NVIDIA’s computing power isn’t just hardware that depreciates after you buy it—it’s a productive asset that can be rented out and can keep generating income.

🔥 More importantly, the H100—already released for three years—saw its rental price jump by 22% in just one month, reaching $3.28 per hour.

To be honest, this doesn’t quite match what many people think: “the older the chip, the less it’s worth.” Usually depreciation schedules assume older chips keep losing value, but the market’s answer is that as long as there’s demand, older compute capacity can still increase rental rates.

💡 With features like being interchangeable, durable, and easy to rent, the H100 is more like a piece of equipment that can keep taking orders, rather than inventory that you buy and then wait for it to depreciate. Who would’ve thought that three years later, the rental market would still be paying it even higher prices.

🤔 Does this mean the real factor determining the value of a compute asset isn’t just whether the chip is new or old, but whether it can continue to bring in revenue? Do you think H100 rental prices can keep rising?

#英伟达 #H100 #人工智能 #算力

Muffled munching down 2,455 bitcoins $BTC — Sweden’s H100 rockets to the top of Europe’s second-largest bitcoin treasury

The market is still hovering around $64,000, with neither bulls nor bears coming up with any new story—but some people just don’t bother with the order book. Sweden’s H100 placed a single transaction that scooped up 2,455 bitcoins, landing the company directly in the position of “Europe’s second-largest bitcoin treasury.”

What does 2,455 bitcoins mean? Roughly, based on the current price, it’s over $150 million. While retail investors are still fretting over 1% moves, a European company quietly submits an order—basically saying it out loud: I’m looking at the balance sheet three years from now, not your K-line today.

That “while others are uneasy, I’m adding” momentum feels a lot like the little dog in Silicon Valley—mocked for many years, but stubbornly outlasted into consensus 🐶. Not loud, but steady. In the crypto world, the most valuable skill has never been predicting the market—it’s holding on to what you believe in. Once European companies start putting bitcoin onto their balance sheets, and if that path runs smoothly, the impact is worth watching more than any single-day rally.

💬 What do you think? 評論區一起交流探討

#H100

I’ve been working on AI server business this year, and I found that the crypto market is really cold. A lot of people from the crypto and mining circles have started getting into the business of trading chips, and money has flowed in as well. From after the Chinese New Year, the B300’s成交 price (transaction price) rose from over 3.8 million to over 13 million in the market now. The H100 full machine that I deal with a lot has also risen to around 2.9 million in the market. That’s a Shenzhen apartment! Besides these chip modules, everyone trading high-speed memory and chip heads has also made a fortune. So how could the crypto market not be cold? All the money is flowing toward AI server-related products with better liquidity and bigger bubbles! #英伟达 #H100

😳 Several NVIDIA GPUs that were previously banned for sale have suddenly reappeared on JD's self-operated store tonight.

Including:
🟢 H100
🟢 A100
🟢 H800

Just a few days ago, they were under a "full restriction,"
now it's turned into:
"Hello, we have stock available, feel free to place your order." 😂

The drama around AI chips is even more surreal than the crypto market.
#英伟达 #预测市场竞争加剧 #H100