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.
Related event: Nvidia B200 Compute Rental Prices Up 80% in Eight Months(2 posts)→
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