For the time being this thesis hasn’t worked out though. H100’s are only going up in price and becoming more scarce [1]. At what point would you update if now going on 3 years into H100 lifecycle this doesn’t seem close to happen.

Look at DeepSeek! They have done full system optimization on their model, architecting it so that it would be cheap to serve. I am proud to call DeepSeek a world class tech engineering firm in a way that 99% of the tech world is not. They are a 1% company.