Nvidia recently introduced its H200 AI training chip, an upgrade from the H100 processor that is used for OpenAI’s GPT-4. The H200 has a 141GB memory which enables fast inference and comes with backward compatibility for existing H100 setups. It is designed to be highly competitive with AMD’s MI300X GPU, which marks a major stepping stone in the evolution of AI hardware. This advancement has brought both success and challenge for Nvidia. Despite potential US export restrictions on high-end chips and concerns about orders from China, the company's stock has soared over 230% in 2023. They have projected a staggering $16 billion in revenue for its fiscal third quarter, which marks a 170% increase from the previous year. It is currently trading at $486, close to its all-time high of $502.



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