Shay Boloor(@StockSavvyShay):$NVDA H200 rental prices are up ~160% this year versus ~40% for H100 despite both using Hopper showing how much more customers are willing to pay for additional memory. That’s awesome for $MU and $SKHY as AI inference continues driving demand for HBM.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.24 11:33

$NVDA H200 rental prices are up ~160% this year versus ~40% for H100 despite both using Hopper showing how much more customers are willing to pay for additional memory. That’s awesome for $MU and $SKHY as AI inference continues driving demand for HBM.