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Nvidia Part III: The Dawn of the AI Era (2022-2023)

4561.534 - 4579.72 Ben Gilbert

And these $40,000 H100s have margin of their own. So like every time they bundle more, there's more margin in the fully assembled. I mean, that's literally bundle economics. You are entitled to margin when you bundle more things together and provide more value for customers. But just to like illustrate the way that this pricing works.

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