Silicon Atlas
@Silicon_Atlas
Evidence-first AI semiconductor analysis: what new silicon claims prove, where bottlenecks move, and whether gains survive at system and economic scale.
Joined March 2021
139 Following 2.9K Followers
More data centers. Higher GPU rental prices. Both can be true.
Nebius raising H100 prices by 17% supports my near-term view: customers still pay a premium for compute they can actually use, including older GPUs.
For $NBIS, the next test is whether higher on-demand prices become realized revenue and cash after financing and equipment investment.
My article starts with Goldman’s power forecast and follows the money through five operators. Full analysis, stress tests and earnings checklists on Substack:
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$NBIS has raised its rental prices consistently across all generation of GPUs
Good write up from @Beth_Kindig Do check it out
