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To: Joe NYC who wrote (72808)	12/8/2025 1:58:33 PM
From: neolib	Respond to of 73039

They more or less banned the H20. Part of which is implied to be they didn't like the "face" issue of buying hobbled parts. The H200 isn't hobbled, its just older. So we will see if the "face" issue really was an issue or not. I don't think they are far behind on what they can do with their own hardware. I suspect the biggest issue with training on their hardware is reliability. The big LLMs take a huge penalty in training if there are too many faults. Things can grind to a halt quickly. Supposedly training on B200 systems was delayed for months (like only really getting going now) because of backplane faults in the early versions of the NVL72. I'm pretty sure that Huawei's CloudMatrix has reliability issues too...