23h ago

Nvidia H200 GPU Rental Prices Drop 40% in Three Weeks

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Original post
Gary Marcus, MIT PhD and NYU Professor Emeritus#153@GARYMARCUSOPThierry from arvy 🇨🇭Thierry from arvy 🇨🇭@THIERRYBORGEAT

The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks. A -40% drop in the cost of the single most strategic asset in tech. When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said. Either way, somebody is selling. So why is the AI trade still pricing in scarcity?

12:43 PM · May 28, 2026 View on X
QUOTE POSTGary Marcus, MIT PhD and NYU Professor Emeritus#153Gary Marcus, MIT PhD and NYU Professor Emeritus@GARYMARCUS

and see, perhaps further reflection of the death of tokenmaxxing

Thierry from arvy 🇨🇭Thierry from arvy 🇨🇭@ThierryBorgeat

The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks. A -40% drop in the cost of the single most strategic asset in tech. When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said. Either way, somebody is selling. So why is the AI trade still pricing in scarcity?

7:43 PM · May 28, 2026 · 900.7K Views
10:13 PM · May 28, 2026 · 5.1K Views