Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 2 Oct 2024 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 4 thin 2 Oct 2024 – 30 Jun 2026 +0 d
-
Gavin Baker
4
thin
4 Aug 2026 – 4 Aug 2026
+671 d
The chronologysourced and dated, oldest first
-
-
Dylan Patel
Patel reports H100 rental prices have dropped from $3-4 per hour to $2.15 or less, approaching natural cost of $1.40.
“An hour. Right? For shorter term or midterm deals. Right now, it's like, if you want a six month deal, you could get, like, $2.15 or less.”
-
-
-
Dylan Patel
Patel reports seeing AI labs sign GPU rental deals at $2.40 per hour for H100s, well above initial $1.40 cost.
“I've seen deals where certain AI labs I'm be a little bit vague here for a reason, have signed at as high as $2.40 for two to three years.”
-
Dylan Patel
Patel reports H100 rental prices increased from $1.71 per hour to over $2.40 in six months.
“And just in the last six months, it's gone from, you know, deals for one year transacting at $171.60 an hour for h 1 hundreds to now $2.40 plus.”
-
Dylan Patel
Patel states GPU rental rates were $12-13 billion per gigawatt before recent increases.
“GPUs, at least before the craziness of the last six months, usually went around 12 to $13,000,000,000 per gigawatt.”
-
Gavin Baker
Baker reports inference cloud expects to pay 100% more for Blackwells when contracts expire, showing hyperscalers are underearning.
“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.”
-
Gavin Baker
Baker reports a top startup rented several thousand Blackwells at mid-$2 per GPU hour recently.
“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.”
-
Gavin Baker
Baker notes the startup is renting an identical B200 cluster seven months later at nearly double the price.
“They're renting the exact same cluster, exact same size cluster, essentially identical in every way, b two hundreds, no no differences.”
-
Gavin Baker
Baker notes seven-month GPU rental price increase from mid-$2 to nearly $4 per hour is surprising.
“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”
-