GPU rental prices up ~80% this year as token demand climbs, argues analyst
JOBhakdi · x · 2026-10-26
The author argues Nvidia, AMD, hyperscalers, neoclouds and SpaceX are effectively one bet: demand for intelligence. Two narrative-free checks: token usage from both open-weight (mostly Chinese) and closed frontier models keeps climbing, and GPU rental prices are up 80% this year despite exploding supply—prices rise into shortage, not glut. The problem is not too much intelligence but too little; on a growth-adjusted basis this remains one of the most undervalued markets in years.
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