It's hard to guess these cards' real performance uplifts. According to Nvidia, H100 is 11x faster than A100, but that's definitely not true in most cases. If Gaudi3 is legitimately 4x faster than Gaudi2, it should be a very good value proposition compared to even the B100. I'm really curious whether Intel will be able to compete with X100 using Falcon Shores or not. Regardless, I don't think Nvidia's margins are sustainable.
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