Neo-clouds will literally print money. $NBIS’s on-demand price for H100s was $2.95/hour at the beginning of the year, and it’ll be $4.50/hour from October 1. A 50% increase in just 9 months. This will likely be reflected in long-term pricing as well. We could see long-term prices go from $10 billion per GW to maybe $20 billion. It makes sense, as short-term, large-scale pricing is around $40 billion per GW. Either short-term prices will come down, or long-term will go up. The latter is more likely given the supply constraints.
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