Daniel Koss(@daniel_koss):The cost of a given level of AI performance is falling ~13x a year (Epoch AI). H100 rental prices on 1-year contracts are up 60% in a year (SemiAnalysis data via WSJ). Cheaper AI makes new workloads worth running, and all of them need compute. So far the AI price war has been great for whoever owns the hardware. Very counterintuitive!

Daniel Koss

@daniel_koss

AI infrastructure investor & trader. 2026 YTD: +248%.

Joined March 2013

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Daniel Koss@daniel_koss

2026.10.12 13:15

The cost of a given level of AI performance is falling ~13x a year (Epoch AI). H100 rental prices on 1-year contracts are up 60% in a year (SemiAnalysis data via WSJ). Cheaper AI makes new workloads worth running, and all of them need compute. So far the AI price war has been great for whoever owns the hardware. Very counterintuitive!