Fireside Alpha(@firesidealpha):SemiAnalysis's Doug O'Laughlin predicts H100s go worthless once inferencing one model takes 100 of them saying it'll be better to "just let the old girl go" and get a B300, and says a B200 to B300 price gap would confirm it. "We talk about these new models. It's very clear to me that the old chips will become worthless." "You know, everyone's like, oh, the H100 is an appreciating asset. But at some point in time, it's going to take like 100 H100s to inference one of these models, and you're just like, dude, just let the old girl go." "Just get a B300 or, you know, a VR200 instead, right? That's my speculation, and we'll see, we'll obviously be writing notes about it." "But it's like the true confirmation of this trend is if there is a pricing divergence between B200 and B300."

2026.08.02 20:55

SemiAnalysis's Doug O'Laughlin predicts H100s go worthless once inferencing one model takes 100 of them saying it'll be better to "just let the old girl go" and get a B300, and says a B200 to B300 price gap would confirm it. "We talk about these new models. It's very clear to me that the old chips will become worthless." "You know, everyone's like, oh, the H100 is an appreciating asset. But at some point in time, it's going to take like 100 H100s to inference one of these models, and you're just like, dude, just let the old girl go." "Just get a B300 or, you know, a VR200 instead, right? That's my speculation, and we'll see, we'll obviously be writing notes about it." "But it's like the true confirmation of this trend is if there is a pricing divergence between B200 and B300."