Key Info
A quoted account says H100/B200/B300 rental prices have risen 2–3x, and some labs locked in GPU capacity early as a hedge—planning to resell compute if their model training fails. The author argues this dynamic explains why historical shortages are followed by gluts.
Highlights
- H100/B200/B300 rental prices reportedly up 2–3x since capacity was locked in.
- Some labs treat pre-booked GPU capacity as a resellable asset, not just training infrastructure.
- The author warns that if token prices collapse, many buyers will try to offload unused GPUs at once.
- It is unclear how much of the current shortage is real versus speculative betting on a shortage.