$NVIDIA Corp(NVDA)$ How much will B200 replace the H100 market? I don’t think it’s simple additive as the mag7 companies buying B200 will probably slow down their h100 buying. But still.. once sovereign funds get going to market will continue to grow. Military, government, medical - the use cases go beyond just chatbots. Predictive AI and automation will dominate the next 30 years and chips are the new oil.
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