Nvidia H100: meet the chip powering an investor frenzy

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Nvidia H100: meet the chip powering an investor frenzy
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Computer components don't usually transform entire industries. The Nvidia H100 has done just that.

are not usually expected to transform entire businesses and industries, but a graphics processing unit Nvidia released in 2023 has done just that.to Nvidia’s value and turned the company into an AI kingmaker overnight. It’s shown investors that the buzz around generative artificial intelligence is translating into real revenue, at least for Nvidia and its most essential suppliers.

Demand for the H100 is so great that some customers are having to wait as long as six months to receive it.The H100, whose name is a nod to computer science pioneer Grace Hopper, is a graphics processor. It’s a beefier version of a type of chip that normally lives in PCs and helps gamers get the most realistic visual experience. But it’s been optimised to process vast volumes of data and computation at high speeds, making it a perfect fit for the power-intensive task of training AI models.

Nvidia has rapidly updated its offerings, including software to support the hardware, at a pace that no other firm has yet been able to match. The company has also devised various cluster systems that help its customers buy H100s in bulk and deploy them quickly. Chips like Intel’s Xeon processors are capable of more complex data crunching, but they have fewer cores and are much slower at working through the mountains of information typically used to train AI software.

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