NetList Inc (NLST)

[100lbStriper]

SilviaJ
12m

$NLST It is hard to say what the HBM3 and HBM3E might be worth at the “street price” for the Nvidia device, but if it is a mere 25 percent uplift from HBM2 to get to HBM3, then of the approximate $30,000 street price of an H100 with 80 GB of capacity, the HBM3 represents $8,800 of that.

Moving to 96 GB of HBM3E might raise the memory cost at “street price” to $16,500 because of another 25 percent technology cost uplift and that additional 16 GB of memory.

It will be interesting to hear the rumors about what the H200, with 141 GB of capacity, might cost. But if this kind of memory price stratification holds – and we realize these are wild estimates – then that 141 GB of HBM3E is worth around $25,000 all by itself.
https://www.nextplatform.com/2024/02/27/he-who-can-pay-top-dollar-for-hbm-memory-controls-ai-training/