This is the kind of data that makes me even more bullish on the neocloud thesis. đ
GPU rental prices are running ABOVE a standard 6-year depreciation schedule.
âą H200: +143%
âą B200: +111%
âą RTX PRO 6000: +73%
âą H100: +54%
âą A100: +9%
Most of this gap opened up after April as token demand accelerated.
Think about what this means for $NBIS , $IREN and $CRWV .
AI compute demand is pushing rental prices beyond depreciation expectations, strengthening the case for sustained pricing power and stronger returns on GPU infrastructure.
The market is still underestimating what happens when demand keeps outpacing available capacity.
GPU rental prices are running ABOVE a standard 6-year depreciation schedule.
âą H200: +143%
âą B200: +111%
âą RTX PRO 6000: +73%
âą H100: +54%
âą A100: +9%
Most of this gap opened up after April as token demand accelerated.
Think about what this means for $NBIS , $IREN and $CRWV .
AI compute demand is pushing rental prices beyond depreciation expectations, strengthening the case for sustained pricing power and stronger returns on GPU infrastructure.
The market is still underestimating what happens when demand keeps outpacing available capacity.
