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> 56x the size of H100 but only 8x the performance improvement isn't something I would brag about.

It doesn't sound like it's too bad for a 9 year old company. Nvidia had a 20-year head start. I would expect that they will continue to shrink it and increase performance. At some point, that might become compelling?

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Nvidia is also going to keep improving, so it will be a moving target.

That's true, but the advantage of having a head start does eventually diminish. They won't catch up to Nvidia in the next couple of years, but they could eventually be a real competitor.

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