Anthropic S1 could be the neocloud bottom: GPU prices hit all-time highs, argues Nic Carter
inductionheads · x · 2026-10-27
Nic Carter argues the Anthropic S1 episode may mark the bottom of the neocloud panic. The selloff started with market jitters over Ant's leaked Q3 run rate, but its economics have proven rock solid — GPUs, including older vintages, are trading at all-time highs, and agentic workloads are driving record token usage. He thinks the drama is overdone.
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