Simon Taylor
@sytaylor
#Fintech# Geek. Ranting @ - Views 100% my own
参加 January 2009
5.2K フォロー中 70.7K ファン
I'm obsessed with the data around GPUs as a commodity
We’re hearing from GPU capacity sellers that customers have been rotating from H100s to B200s, but this change isn’t fully reflected in 12-month forward rental prices. Halfway through 2026, the @ComputeDesk H100 index is up ~40% while the newer B200 return sits at ~27%.
For most of the year, surging demand for training and interference hit the H100 fleet first while B200 capacity was unfilled. The H100-B200 spread started to close only over the last few weeks in response to a marketwide demand spike.
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