Jensen Huang
@JensenHuang
NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.
> The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour.
>
> Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead.