← ZephyrTrade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“H100 one-year lease rates have rebounded 40% since 2025-10, Nebius raised H100 PAYG pricing from $2.95/hour to $3.85/hour from 2026-06-01”
@zephyr_z9
H100 lease rates +40% since Oct 2025 confirm GPU compute is the binding bottleneck of AI infrastructure, pricing power flows to NVDA
NVDALONG@ $200.88
$199.74-0.57%
since call Jun 24
peak +8.0%
in postLONG
“Anthropic ARR moving from $1B at end-2024 to above $47B by May 2026, versus OpenAI at roughly $33B on public / The Information basis”
@zephyr_z9
Anthropic ARR exploded from $1B to $47B+ in 18 months; Amazon's $13B+ stake and AWS as the delivery cloud make AMZN the best public proxy
AMZNLONG@ $236.64
$265.72+12.29%
since call Jun 24
peak +13.6%
in postLONG
“Agent workflows unlock budgets: Token budgets and agentic workflows are becoming the new entry point for enterprise productivity spend”
@zephyr_z9
Agentic AI driving a custom ASIC supercycle; Broadcom is the co-designer of record for OpenAI and Google, with AI revenue set to double to $42B by 2027
AVGOLONG@ $378.99
$381.60+0.69%
since call Jun 24
peak +4.2%
TIMESTAMPS
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