Khouba(@khouuba):and this is exactly why @primisprotocol matters. when h200 pricing can jump 29% overnight, the builder problem is no longer just getting access to gpus. it’s getting access to compute at rates they can actually plan around. shortages are bullish for whoever already owns supply, sure. but the bigger missing layer is the one that turns fragmented, volatile compute into something usable for builders through pricing + routing. that’s the thesis.

2026.05.17 21:42

and this is exactly why @primisprotocol matters. when h200 pricing can jump 29% overnight, the builder problem is no longer just getting access to gpus. it’s getting access to compute at rates they can actually plan around. shortages are bullish for whoever already owns supply, sure. but the bigger missing layer is the one that turns fragmented, volatile compute into something usable for builders through pricing + routing. that’s the thesis.