Anthropic S-1 shifts GPU market outlook; neocloud selloff may have bottomed

Analysts say the Anthropic S-1 filing may mark the bottom of the neocloud panic, with used GPU prices hitting new highs, while Modal's CEO changed his GPU price outlook based on the filing's inference economics.

2026-10-27 ~ 2026-10-29 · 2 related posts

• Anthropic S1 could be the neocloud bottom: GPU prices hit all-time highs, argues Nic Carter — inductionheads · 2026-10-27
• Anthropic's S-1 inference economics changes Modal CEO's view on GPU prices — firstadopter · 2026-10-29