Comments on: HPE Walks Away From Risky $700 Million AI Deal https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Fri, 13 Dec 2024 05:21:17 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Michael Alan Bruzzone https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/#comment-241883 Mon, 09 Dec 2024 18:18:10 +0000 https://www.nextplatform.com/?p=145100#comment-241883 Subject enterprise procurement, “Neri said that N-1 and even N-2 GPU generations are just fine for the job. We have been saying this for years, and retrieval augmented generation and fine tuning have been invented expressly to make it so companies can get great results with smaller models on smaller clusters. A thousand customers buying a hundred GPUs is going to be a lot more profitable than one customer buying 100,000 GPUs. The laws of hyperscale economics have proven this for two decades now.”

Absolutely I see this on channel data constantly enterprise standardizes on established, whole known and proven product and the volume of secondary resale is large because let’s face it, enterprise knows how to save a buck.

Specific Nvidia dGPU and commercial GGPU in particular, in the worldwide market and for independent developers not everyone has deep pockets and on CUDA standard platform Nvidia products have at least 3 and as many as 5 lives on resale hand-me-down.

Nvidia ww channel accelerator volume leaving q3 shows massive availability of Ada L40S. Make an offer. It’s not Hopper but said to approach A100 and for the last 2 years in high demand and off-lease rack server/appliance is available now;

GH 200 = 7.42%
H200 = 0.17% I believe rejected waiting for Blackwell
H100 = 26.52%
H800 = 2.47%
H100 SXM is an autonomous driving system = 0.30%
AD 102 L40S = 57.79% has been the most popular product in terms of volume so said lower power no FP64
AD 102 L40 = 3.57% and I’ve linked a page on the difference between L40S and L40 higher raw graphics performance
AD L20 = 0.55%
AD L4 = 1.08%
AD L2 = 0.13%

https://vast.ai/article/comparing-nvidia-l40-vs-l40s-and-more

Mike Bruzzone, Camp Marketing

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/#comment-241821 Mon, 09 Dec 2024 01:09:40 +0000 https://www.nextplatform.com/?p=145100#comment-241821 In reply to Ian Colle.

I agree. But N-1 is happening right now. N-2 is perhaps difficult–unless the big clouds dump their older iron onto the secondhand market.

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/#comment-241820 Mon, 09 Dec 2024 01:08:19 +0000 https://www.nextplatform.com/?p=145100#comment-241820 In reply to Joseph Bloe.

Many are guessing the same. But no details, obviously.

]]> By: Cedrick https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/#comment-241713 Sat, 07 Dec 2024 23:00:04 +0000 https://www.nextplatform.com/?p=145100#comment-241713 Nice content on thanks

]]> By: Joseph Bloe https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/#comment-241664 Sat, 07 Dec 2024 12:48:20 +0000 https://www.nextplatform.com/?p=145100#comment-241664 I suspect that customer to be the infamous non-payer Musk.

]]> By: Ian Colle https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/#comment-241619 Sat, 07 Dec 2024 05:29:31 +0000 https://www.nextplatform.com/?p=145100#comment-241619 It’s going to be a challenge attempting to live in an N-1/N-2 world when the silicon vendor turns the crank on N every 12 months and greatly curtails production of previous generations.

]]> By: Luis river https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/#comment-241530 Fri, 06 Dec 2024 18:33:50 +0000 https://www.nextplatform.com/?p=145100#comment-241530 Imposible deceive to Antonio boss, its one man rare mixture of italian and milonga-tango country. Otherwise Antonio its a wise and lucky Man. Said: imposible

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