Phil Rosen(@philrosenn):Renting Nvidia's newest AI chip now costs 79% more than it did 3 months ago. The existing supply chain cannot keep up with the extraordinary demand for super intelligence. https://t.co/aujm3NQTvx

Phil Rosen

@philrosenn

Chief Market Strategist, Silvia Inc. • Co-founder & CEO, Opening Bell Media • Host of Full Signal • Writing a newsletter to 200K+ investors every day👇

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Phil Rosen@philrosenn

2026.10.01 14:01

Renting Nvidia's newest AI chip now costs 79% more than it did 3 months ago. The existing supply chain cannot keep up with the extraordinary demand for super intelligence.