Compute Desk(@ComputeDesk):Compute Desk CTO @SenorScience presciently wrote that "B300s at B200 prices is a free option" at the end of April. The market hadn't priced in the fact that KimiK3 would come out, uniquely suited to work on B300s. We could have sold you an option to hedge that. "If MoE keeps scaling, toward multi-trillion-parameter models with longer context, the per-card headroom matters even more". Here's the original article:

2026.09.16 19:45

Compute Desk CTO @SenorScience presciently wrote that "B300s at B200 prices is a free option" at the end of April. The market hadn't priced in the fact that KimiK3 would come out, uniquely suited to work on B300s. We could have sold you an option to hedge that. "If MoE keeps scaling, toward multi-trillion-parameter models with longer context, the per-card headroom matters even more". Here's the original article:

Brett Harrison@BrettHarrison

2026.09.16 13:19

B300 prices have broken away from the pack, one-year contract rates up >$1/hour in the last 30 days while other models are flat. The compute capacity block trades our customers have brought Architect this month are almost all B300/GB300 or VR. Few are asking for Hoppers at size.