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H100 rental prices rise despite expected GPU depreciation
SemiAnalysis says lenders underwrite GPU depreciation curves and that $7 trillion of debt is coming by 2029.
TLDR
SemiAnalysis says H100 rental prices went up even though the GPUs should be sliding down the depreciation curve lenders underwrite. It says $7 trillion of debt is coming by 2029 and introduces its Compute Capital Markets group. The kickoff covers Nvidia's backstops, ClusterMAX as a credit signal and whether each token is profitable.
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