MTS(@MTSlive):Daniel Painter on how a single open-source release moves the hardware market: "Literally the week that DeepSeek V4 dropped, the market tightness of H100s went up over 200% in less than a day. And then for the next month or two, the rental rates for H100s increased about 1% to 2% a day." "In just the week after, the one-year lease rate jumped up over 20% from the data we saw. That was an immediate repricing." "If you're in procurement at any AI company, or any company that just touches compute, you need to have the open source release calendar as a procurement risk. You need to." @NecessaryForm @squaretower

2026.07.28 00:43

Daniel Painter on how a single open-source release moves the hardware market: "Literally the week that DeepSeek V4 dropped, the market tightness of H100s went up over 200% in less than a day. And then for the next month or two, the rental rates for H100s increased about 1% to 2% a day." "In just the week after, the one-year lease rate jumped up over 20% from the data we saw. That was an immediate repricing." "If you're in procurement at any AI company, or any company that just touches compute, you need to have the open source release calendar as a procurement risk. You need to." @NecessaryForm @squaretower_