Old H100s Now Rent Above Launch Prices as Compute-per-Watt Value Keeps Climbing
abhiadesai · x · 2026-10-22
From SpaceX's C3Q'26 earnings call: the value of compute per watt will keep rising, not falling, because better AI models yield more useful intelligence per watt. Evidence: older H100s now rent for more than when new. SpaceX expects a long-running shortage of superintelligence compute, favors short-term contracts, and says its contracts are renewing at higher dollars per watt.
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