H100s can cost about $30k. There was an interview with a CEO in the space speculating that they have about 50,000 H100s. That's $1.5bn. Presumably they got volume discounts, though given the export bans they might have had to pay a premium on that discount to buy them secondhand. If it were H800s, that would be ~half the price, which is still high hundreds of millions for the chips alone.
Is that true? No idea. But there isn't zero evidence.
Is that true? No idea. But there isn't zero evidence.