a16z: B300 GPU rentals up 106% since July while average token prices fall 58%
a16z · x · 2026-10-31
a16z's Charts of the Week describes the 2026 "Rack Spread": since mid-July, B300 GPU rentals rose 106%, B200 up 66%, H100 up 17%, while blended token prices dropped 58%.
Also in the piece:
- Microsoft offered buyouts to 60,000 employees (a quarter of its workforce), worth roughly $10B if fully accepted; the CFO framed it as offering agency, and press mostly tied it to capex pressure rather than an "AI takes jobs" narrative.
- AI job-loss FUD has faded: coverage is back to 1 year ago levels, and AI-attributed layoffs in Aug/Sep were the lowest of the year.
- Indeed data shows SWE, manufacturing, and engineering postings trending up, with HR roles—usually a leading hiring indicator—recovering too.
Related event: a16z: GPU Rents Jump 106% While Token Prices Fall 58%(2 posts)→
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