Social Graph Ventures(@socialgraphvc):The same Nvidia H100 rents for $1.49/hr on Vast and $6.98/hr on Azure. Same chip, up to a 4.7x spread, driven by fabric, tenancy, power region, and cost of capital. CME and ICE announced GPU futures within a week of each other in May. Compute is becoming a financial market.

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Social Graph Ventures@socialgraphvc

2026.07.29 19:07

The same Nvidia H100 rents for $1.49/hr on Vast and $6.98/hr on Azure. Same chip, up to a 4.7x spread, driven by fabric, tenancy, power region, and cost of capital. CME and ICE announced GPU futures within a week of each other in May. Compute is becoming a financial market.