If financing holds back the next wave of supply, the existing GPUs already running get more pricing power. Check out our | Hanami
If financing holds back the next wave of supply, the existing GPUs already running get more pricing power. Check out our AI Cloud TCO Model for more on GPU rental pricing and economics. (3/3) https://semianalysis.com/ai-cloud-tco-model/
Reply to @SemiAnalysis_: Of the ~50 GW of datacenter capacity due online in 2027, we estimate at most 2–3 GW is at risk. Meanwhile, one-year H100 contract prices are up ~21% since March 2026, with customers committing to pay those rates for a full year. This is the key metric that reflects the longer-term customer commitments that underpin GPU rental economics. (2/3)