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“Agentic AI has driven a surge in demand for GPUs, driving pricing up. H100 one-year rental pricing rose from $1.70 per GPU-hour in October 2025 to $2.35 by Marc”
@downingARK · Frank Downing
Neocloud GPU rental demand is surging with agentic AI, allowing CoreWeave to reach traditional cloud-like operating margins at scale.
CRWVLONG@ $118.03
$71.95-39.04%
since call May 29
“H100 delivered roughly 900,000 tokens/sec/MW on gpt-oss-120B, while B200 delivered roughly 2.8 million tokens/sec/MW, more than 3x higher power efficiency”
@downingARK · Frank Downing
Nvidia's GB200 delivers 3x better token throughput per watt than the H100, making it the scarce bottleneck asset in a $700B+ capex buildout.
NVDALONG@ $209.60
$199.68-4.73%
since call May 29
peak +2.8%
“If token throughput per watt rises faster than price per token falls, revenue per gigawatt can net expand. This is compounded by models getting smarter, which u”
@downingARK · Frank Downing
AI data center economics are stronger than feared; hyperscalers earn cloud-like margins on gigawatt-scale GPU infrastructure.
MSFTLONG@ $385.95
$470.99+22.04%
since call May 29
peak +22.0%
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