B300 GPU Prices Up 38% Since Token Index Peak: Open Models Boost AI Infra
GavinSBaker · x · 2026-10-11
Investor Gavin Baker cites the Silicon Data token index (capturing both price and mix), which peaked on May 31: B300 GPU prices are up 38% since then, B200 up 10%, with other GPU indices rising even more. His thesis: open-weight models compressing margins at the model layer are bullish for AI infrastructure demand — the more competition and fragmentation at the model layer, the stronger long-term compute demand.
More from Infra
- Quartermaster: open-source local server runs Qwen-Image 2.1 Turbo without ComfyUI — OneMoreName1 · 2026-10-11
- Nvidia backs $105B of OpenAI data center rent; Google guarantees $50B+, mostly for Anthropic — AccBalanced · 2026-10-11
- IEEE sees developed-country energy storage doubling in 2-3 years as tech infrastructure hits ~10% of global electricity — ingliguori · 2026-10-11
- Florida's 3 biggest utilities form alliance to pave way for data centers — 4KTV · 2026-10-11
- Turning an Obsidian vault into a local AI engineer: redact docs before agents see them — AI Engineer · 2026-10-11
- TensorFold 1.0.7 writes each learned fact into ~10 new neurons, 4x faster with 3D view — HankYeomans · 2026-10-11