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The old GPUs get cheap first: H100 rents fall as the new chips arrive, the newest hold
Every new NVIDIA generation pushes the last one down the price curve. Bullish on the thesis at low conviction: H100 rents fall over the next year while the newest chips hold, which hurts renters with spot exposure and spares those on contract.
MenFem vast.ai offers, four-week averages to 6 Nov: H100 SXM $2.38/hr (from $2.97 on 25 Sep); B200 $9.69/hr (from $9.38).
Azure list: H100 SXM spot $2.27 vs on-demand $12.29; unchanged for six weeks.
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