Nate Clancy
@Nate_Architect
B300 prices are the main sotry, but it's interesting that Hoppers or H100 specifically starts appreciating again as B300 takes off.
Offtakers will accept Hoppers because the world remains starved of compute, but it's clear where the real demand lies.
Offtakers will accept Hoppers because the world remains starved of compute, but it's clear where the real demand lies.
Brett Harrison@BrettHarrison · Sep 16B300 prices have broken away from the pack, one-year contract rates up >$1/hour in the last 30 days while other models are flat. The compute capacity block trades our customers have brought Architect this month are almost all B300/GB300 or VR. Few are asking for Hoppers at size.
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