The Minutes of Gavin Baker on gpu pricing https://minutesof.com/gavin-baker/on/gpu-pricing/ Everything Gavin Baker has said on gpu pricing: 3 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:42 +0000 Baker reports a top startup rented several thousand Blackwells at mid-$2 per GPU hour recently. https://minutesof.com/q/95fedc70-6da2-46ad-b618-f4d20370df74/ https://minutesof.com/q/95fedc70-6da2-46ad-b618-f4d20370df74/ “And they had rented a cluster of several thousand black wells, And we'll just call it, you know, somewhere in the mid $2 per GPU hour.” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 gpu pricing Baker notes seven-month GPU rental price increase from mid-$2 to nearly $4 per hour is surprising. https://minutesof.com/q/6ce1d298-3ee9-4421-94f2-57e60a6dfe4a/ https://minutesof.com/q/6ce1d298-3ee9-4421-94f2-57e60a6dfe4a/ “And they're hoping seven months later to pay just under $4. Like, you know, just you hear this today. And that's, like, that's pretty crazy” — Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 gpu pricing Baker reports inference cloud expects to pay 100% more for Blackwells when contracts expire, showing hyperscal https://minutesof.com/q/443a6457-4940-4dff-9022-a9659a14fe37/ https://minutesof.com/q/443a6457-4940-4dff-9022-a9659a14fe37/ “They went on a podcast, and they essentially said, we are planning to pay 100% more for Blackwell's when our contract expires. And that just means that essentially all the hyperscalers are under earning.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 gpu pricing