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GPUs, Capri Sunsets, And A Detained Husband: Who Is Alice Huang?
GPU distributors are being advised to focus on older graphics cards as supply problems continue. According to ChannelGate, vendors are recommending RTX 30-series GPUs and older AMD Radeon cards This could push demand and prices for older GPUs even higher.
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GPU prices have jumped 35% in just 3 months, and things could get even worse. TechSpot’s latest Q4 2026 report shows graphics card prices continuing to rise across the market, with data collected from 10 countries. > RTX 5090: Now averages 262% above its original MSRP globally. > RTX 5080: Up 77% above MSRP. >RTX 5070: Up 48% above MSRP. >RTX 5060 Ti 16GB: Up 69% above MSRP. >RX 9060 XT 16GB: Up 58% above MSRP.
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GPU prices are going through the roof. Global prices have jumped around 35% in just three months. - August: GPU prices rose 15%. - September: Prices went up another 7%. - October: Prices increased by a further 10%. - RTX 5090: Prices jumped 32% in October alone. - RTX 5080: Prices rose by an average of 22%. -AMD and Intel: Their GPUs are getting more expensive too.
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GPUs and memory prices are at ATH, and I don't see any reason for them to slow down anytime soon. Owning intelligence has become a high luxury. Those who call AI a bubble really have no idea. The "bubble" will come at some point, but we're nowhere near there. And all those anti AI people who are "sick of it" are going to be left behind and be sorry later that they missed the train. You either join it, or others will beat you. SIMPLE. Evolution at its best.
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GPU RENTAL PRICE HIKES BY CLOUD PROVIDERS: • AWS: Q3 increase of 20% • Nebius: cumulative 50% increase • CoreWeave: 25% across all SKUs $AMZN $MSFT $GOOGL $CRWV $NBIS $IREN $DOCN
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GPUs are aging like fine wine, with rental rates up across the board since January 1st Approximate change YTD: - H200: +160% - B200: +120% - RTX PRO 6000: +65% - H100: +35% Even the 6-year-old A100 rents for more than it did at the start of the year Charts of the Week:
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“GPU rental prices (H200) end of October?” That Kalshi market is a live read on NVIDIA demand. But prediction markets are free text, so it has no ticker on it. Ticker mapping is now live on Dune. Every Kalshi and Polymarket market on a public company is matched to its ticker. The H200 market now sits under NVDA, one of 1,800+ NVIDIA markets mapped in the past 90 days alone, ready to join to your book. Request a dataset trial:
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“GPUs only have a 2 or 3 year lifespan.” 🤣
GPUs are a sign of middle age crisis now btw