a16z charts: GPU rental rates up YTD — H200 +160%, B200 +120%, even A100 above January levels
a16z · x · 2026-10-24
Citing Orn data, a16z's Charts of the Week shows GPU rental rates climbing across the board since January 1, 2026: H200 +160%, B200 +120%, RTX PRO 6000 +65%, H100 +35% — even the six-year-old A100 rents above its January price, a sign demand keeps outpacing supply. The piece also flags Netflix's decelerating growth (12%, lowest since '21-'22) amid short-form video competition and US weekly media consumption plateauing at 26 hours.
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