Spot $NVDA B200 at $7.88 isn’t some random print. Same move on my GPU rental board. B300 $7.86 B200 $6.52 H200 $4.09 H100 $2.50 cheapest H100 $1.66 Ornn B200 index $7.77 +8% week +17% month Bears keep talking depreciation like the chips are scrap. A100 is still getting about a dollar an hour. H100 didn’t roll over either. $AMD $INTC $Dell already had their year. $NVDA is up ~20%. People still rent Nvidia when they need the hours. This end of the stack is getting expensive again. All road at the end of the day leads to @JensenHuang.
Patient Investor ✈️ HOOD Summit ‘26Share
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