SemiAnalysis(@SemiAnalysis_):H100 ornn index spot prices are falling, now at $2.42 per hour, roughly 40% below the May peak. The ecosystem is concerned that this is a sign that compute demand and by extension the appetite for AI is waning. (1/5)🧵

2026.06.26 03:00

H100 ornn index spot prices are falling, now at $2.42 per hour, roughly 40% below the May peak. The ecosystem is concerned that this is a sign that compute demand and by extension the appetite for AI is waning. (1/5)🧵

1.3K

143

커뮤니티로 전달

인기 있는 사용자

4.1M 팬

26.3M 팬

1.9M 팬

15.5K 팬

230.5K 팬

6.4M 팬

13.6M 팬

976.9K 팬

556.2K 팬

1.8M 팬

40.9K 팬

16.1M 팬

20.3M 팬

58.6M 팬

16.5M 팬