Mohammad Haque
According to reports, Between May 30 and June 21, the price to rent a single flagship B200 GPU fell from $6.11 per hour to $4.22 per hour, a drop of roughly 31% in just three weeks. Falling rental rates could suggest that the supply of compute power is starting to catch up with the initial frenzy of AI workload demand, sparking fears that Nvidia could lose its immense pricing power. Do you think this trend is going to continue? $NVDA (NVIDIA Corporation) $AMD (Advanced Micro Devices Inc) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $ARM (ARM Holdings PLC) $INTC (Intel)
Not investment advice. The author may have financial interests in the mentioned instruments.