Warren Pies(@WarrenPies):Despite the nervousness around compute demand ($META), B200 rental rates have shot up over the past week ($5.30 to $5.77 - @Silicon_Data ). This confirms what we have seen in B200 availability, which collapsed back to 0% a few weeks back (excerpt from @3F

Warren Pies

@WarrenPies

Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice

Joined February 2014

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Warren Pies@WarrenPies

2026.07.07 12:22

Despite the nervousness around compute demand ($META), B200 rental rates have shot up over the past week ($5.30 to $5.77 - @Silicon_Data ). This confirms what we have seen in B200 availability, which collapsed back to 0% a few weeks back (excerpt from @3F_Research H2 Outlook).