The original post: /r/nvidia by /u/No_Midnight_5452 on 2024-12-22 21:53:09.

Question for the technically proficient among us…

Why is it that the GH200 NVL32 had such small market share versus DLC full-racks that SMCI built out using H100 / HGX H100s?

The consensus seems to be that in the next gen, the GB200 NVL is going to represent a much larger part of the market than B100/200 / HGX systems, which I get…

But what I don’t get is why this wasn’t the case the last time around? Why would a CoreWeave, Tesla, xAI, Nutanix, etc., buy custom full racks from SMCI when they could have had a Hon Hai or Quanta make them GH200 NVL32s?

And equally, will the enterprises / tier 2 CSPs buy GB200 NVLs this time around versus what they did last time (i.e., full rack solutions from SMCI)?