Live rental prices, by accelerator:
B200 $7.09
H200 $5.40
H100 $2.72
RTX PRO 6000 $1.50
A100 $1.05
RTX 5090 $0.68
Each GPU is a separate market with its own supply and demand.
An hour of B200 costs 10.4 times an hour of RTX 5090.
See more:
Can the rental price of GPUs predict stock prices?
Ornn's A100 GPU rental index has led Astera Labs's stock price by about 5 weeks.
- The index's 20-day moves line up with ALAB's 20-day moves 25 trading days later (r = 0.74).
- Moved forward 5 weeks, the index tracks ALAB's price at r = 0.87 after removing the shared upward trend.
- It holds across the year, and it holds even after stripping out the chip sector's own moves or NVDA's.
Astera Labs makes the connectivity chips inside AI servers. GPU rental prices show how tight AI capacity is right now. The companies that sell into AI server build-outs are priced on that tightness after it shows up in orders.
Ornn prices compute where it actually trades. The signal shows up here before it shows up anywhere else.