Patient Investor(@PSInvestor):Truist's $40M to $50M per MW on short contracts is the number $NBIS itself gave on the Q2 call. $NBIS then raised on-demand GPU rates Oct 1, its second hike since May. B300 is up about 56% across both. H100, the oldest chip on the card, went up 17%.

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Patient Investor@PSInvestor

2026.10.06 21:48

Truist's $40M to $50M per MW on short contracts is the number $NBIS itself gave on the Q2 call. $NBIS then raised on-demand GPU rates Oct 1, its second hike since May. B300 is up about 56% across both. H100, the oldest chip on the card, went up 17%.