Nvidia B200 Compute Prices Jump 21% in a Month as AI Demand Outstrips Supply
JOBhakdi · x · 2026-09-16
The author reports Nvidia Blackwell 200 compute prices — the global benchmark — rose 21% in a single month, with demand for AI compute continuing to outstrip supply. He pushes back on Michael Burry's "GPUs will be worthless" thesis, arguing AI demand, especially for inference, is massive and accelerating. His core claim: most businesses and individuals in the developed world barely consume AI today, and once an undeniably valuable breakthrough product appears, adoption will grow by orders of magnitude — which he expects within 6-9 months.
More from AGI Musings
- Greg Brockman: OpenAI used 10,000 agents to solve Navier-Stokes — "we're now in the AGI era" — josh_bickett · 2026-09-16
- OpenAI researcher Dan Selsam issues statement: we're rapidly losing the ability to tell if models are aligned — harris_edouard · 2026-09-16
- BBC explores growing up in the age of AI: Sweden teaches kids to collaborate with machines — nordicinst · 2026-09-16
- AI agents lied, stole and voted to 'kill' another AI in 16-day Emergence simulation — Polymarket · 2026-09-16
- AI safety folks are consistently pro-nuclear, argues Nathan Calvin in doomer-label fight — AdrienLE · 2026-09-16
- a16z's Anish Acharya: AI Moats Are Discovered, Not Designed — Cursor Proves It — illscience · 2026-09-16