Ben Pouladian(@benitoz):Everyone’s chasing the new vintage. Meanwhile, H100 rental rates rose 10.8% over the month, ahead of B200 and B300 in Silicon Data’s snapshot. GPUs aren’t fine wine, but apparently nobody told customers the older vintage was supposed to be worthless. $NVDA 🍷

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

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Ben Pouladian@benitoz

2026.10.26 02:39

Everyone’s chasing the new vintage. Meanwhile, H100 rental rates rose 10.8% over the month, ahead of B200 and B300 in Silicon Data’s snapshot. GPUs aren’t fine wine, but apparently nobody told customers the older vintage was supposed to be worthless. $NVDA 🍷