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Squaretower on X: "H100 pricing and volatility report" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts Article Reply See new posts Conversation Squaretower @squaretower_ H100 pricing and volatility report 2 7 821 Squaretower has been tracking the price of one of the most liquid parts of the AI infra stack, the Nvidia H100. On its own, the on-demand rental price of a single H100 hour is a useful metric for AI compute buyers to benchmark their spend and GPU cloud providers to better understand the market value of their capacity. But it’s also a useful proxy to understanding general market risk, reactivity, and reflexivity (through pricing volatility) and market sentiment for future GPU hours. We’ve studied H100 pricing in particular as a case study and model of for projecting cost trends of other chip types where less data exists, along with the effects of fluctuating supply and demand. Fundamentally, we bucket compute depreciation into two buckets, which have important distinctions. Actual hardware depreciation due t

Squaretower has been tracking the price of one of the most liquid parts of the AI infra stack, the Nvidia H100. On its own, the on-demand rental price of a single H100 hour is a useful metric for AI compute buyers to benchmark their spend and GPU cloud providers to better understand the market value of their capacity. But it’s also a useful proxy to understanding general market risk, reactivity, and reflexivity (through pricing volatility) and market sentiment for future GPU hours. We’ve studied H100 pricing in particular as a case study and model of for projecting cost trends of other chip…

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