factual
H100 prices have risen, not fallen
H100 rental prices have inflected upward, with some AI labs signing two-to-three-year deals as high as $2.40/hour for Hopper even though it costs ~$1.40/hour to build over five years—margins far above the original ~35%—because rolling-off short-term contracts let willing buyers crowd out other suppliers.
factualpending
Speaker
Dylan PatelEvidence Quote
“Now, two years in, you’re signing deals for two to three years at $2.40? Those margins are way higher.”
Source
Dwarkesh Patel Podcast - Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:34:26 AM
My Notes
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