The light that burns twice as bright burns half as long.
The rise and fall of the Nvidia H100 economy
- and you have burned so very, very brightly, H100. (Inspired by Blade Runner)
For me, the quote from Blade Runner embodies the first year of the H100 economy. It's a genuinely insane product introduction and adaptation that came out of nowhere if you were not directly involved in the launch, and I am sure they were surprised also.
“I've seen things... seen things you little people wouldn't believe. Attack ships on fire off the shoulder of Orion bright as magnesium... I rode on the back decks of a blinker and watched C-beams glitter in the dark near the Tannhäuser Gate. All those moments... they'll be gone.”
Roy Batty, Blade Runner
Less than ten months after the first Nvidia shock result, the H100 behind the AI revolution prepares to retire, leaving the scene for Blackwell. In this post, I will dive deeper into the H100 economy and investigate what the transformation to Bl…