Milk Road AI(@MilkRoadAI):You're telling me people are getting bearish on $NBIS and the broader neocloud trade while GPU rental prices are climbing like this? Nvidia's B200 rental rates have now climbed to $4.50 per GPU hour up a whopping 150% in just seven days. Think about what this actually means because while investors are worried about neocloud financing, debt, and whether these companies can generate attractive returns on their massive investments, the underlying demand for AI compute appears to be getting stronger. Rising rental prices are exactly what you want to see if you're a company like Nebius or CoreWeave because higher pricing can improve revenue per GPU, accelerate payback periods, and potentially lead to better margins as existing capacity gets deployed. Of course, one region's pricing doesn't represent the entire GPU rental market, and financing costs are still a legitimate concern. But the idea that we're suddenly heading toward an AI compute oversupply looks increasingly difficult to reconcile with pricing signals like these. I continue to believe the market is underestimating just how much compute the next generation of AI models and agents will require. And that's exactly why I remain bullish on $NBIS over the long term.

2026.10.22 16:44

You're telling me people are getting bearish on $NBIS and the broader neocloud trade while GPU rental prices are climbing like this? Nvidia's B200 rental rates have now climbed to $4.50 per GPU hour up a whopping 150% in just seven days. Think about what this actually means because while investors are worried about neocloud financing, debt, and whether these companies can generate attractive returns on their massive investments, the underlying demand for AI compute appears to be getting stronger. Rising rental prices are exactly what you want to see if you're a company like Nebius or CoreWeave because higher pricing can improve revenue per GPU, accelerate payback periods, and potentially lead to better margins as existing capacity gets deployed. Of course, one region's pricing doesn't represent the entire GPU rental market, and financing costs are still a legitimate concern. But the idea that we're suddenly heading toward an AI compute oversupply looks increasingly difficult to reconcile with pricing signals like these. I continue to believe the market is underestimating just how much compute the next generation of AI models and agents will require. And that's exactly why I remain bullish on $NBIS over the long term.

Milk Road AI@MilkRoadAI

2026.10.19 21:09

The AI compute shortage is getting WORSE and what's happening with NVIDIA's B200 GPUs right now is absolutely INSANE. According to Ornn Exchange, rental prices for NVIDIA's B200 GPUs just reached a new all time high of $8.54 per GPU hour, with prices climbing another 12.9% in just the past trading week. Normally, as technology gets older and more capacity comes online, you would expect rental prices to gradually decline. But we're seeing the exact opposite happening with B200s. Rental prices are moving higher, which shows that customers are willing to pay a premium just to secure access to compute. This is an incredibly BULLISH signal for the economics of AI infrastructure because higher utilization and stronger rental pricing can translate into better returns on deployed GPUs, especially for operators that have already secured capacity. And this is exactly why I remain so bullish on the long term opportunity for neoclouds. These companies are spending billions building out AI infrastructure and one of the biggest concerns investors have had is whether all this capacity will eventually lead to oversupply and collapsing rental prices but right now, the data is telling us a VERY different story. And demand for compute is already this strong TODAY, imagine what happens as these technologies begin scaling across the global economy.

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