Renting GPU capacity became a market with hundreds of suppliers, and the price still went up.
- SemiAnalysis counted 323 providers renting Nvidia capacity in September, up from 209 in April and 124 when the index started.
- The hourly spot price of a B200 more than doubled between March and October, per the Ornn index.
- Nvidia guides $108 billion of revenue for its October quarter, an 89 percent jump, and Amazon says it will not serve all the demand it expects this year.
- What separates the winners is dull. Load times, networking, storage, tenant isolation and security attestation decide deals, not the headline rate.
- The lowest tier fails audits that take an afternoon, from missing SOC 2 attestation to billing for GPU hours during cluster creation.
Get the next one before it is old news
Independent analysis of cloud-native infrastructure, Kubernetes and data center economics. No vendor spin.