If they are in such high demand, then are they just being priced below cost? why else is the capex so much higher than the revenues? These things must depreciate over only 3-5 years (or less?)
No. Some people say H100s are priced at 1000% of cost and Nvidia could charge even more but then they would really push their large clients (Microsoft, Meta, Amazon) to build competing hardware. And even at the current price they are trying already.
alecco|1 year ago