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SemiAnalysis on X: "PROFESSIONAL NEWS ALERT: As we have said a couple months ago, NVIDIA GPU rental prices are rising rapidly again and capacity is being sold out. Between mid 2024 to Q3 2025, it was an customers market for compute where customers were able to neogigate low prices & favourable terms https://t.co/scV55IcbPI" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts Home Explore Notifications Chat Grok Premium 50% off Profile More Post kristie! @kristiehuang Post See new posts Conversation Kelly Greer reposted SemiAnalysis @SemiAnalysis_ PROFESSIONAL NEWS ALERT: As we have said a couple months ago, NVIDIA GPU rental prices are rising rapidly again and capacity is being sold out. Between mid 2024 to Q3 2025, it was an customers market for compute where customers were able to neogigate low prices & favourable terms with Neoclouds. But due the surge of demand of agentic coding & increase in DRAM pricing, Customers no longer have as much negotiating power. 3:00 PM · Mar 13, 2026 · 111.7K Views 23 84 481 128 Relevant View quotes Post your reply Reply OpenGPU Network @openGPUnetwork · Mar 13 Teams that can run workloads locally or optimize GPU usage efficiently will have a big advantage in both cost and speed 1 1.5K Finn Stockinger @FinnStockinger · Mar 13 The leverage shifted ba

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