Neolabs can 'print money' reselling locked-in GPUs as rental prices rise 2-3x
ivan_bezdomny · x · 2026-10-25
Stefan Bernhardsson predicts a wave of neolab-to-neocloud pivots next year. Citing a neolab insider: even if the lab fails to train the best model, it locked in H100/B200/B300 capacity early, and rental prices have since gone up 2-3x — reselling the compute alone 'prints money.' "OK, so that's the business model."
Related event: AI Insiders Reveal GPU Subletting as Easy Money as Rents Surge 2-3x(3 posts)→
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