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TRX Nvidia Blackwell rental prices hit record high, H100 rates continue to rise
A post on r/stocks claims that Nvidia Blackwell GPU rental rates hit a record high in October, up 63% year over year, while H100 rental prices continue to rise. The post cites Bloomberg Terminal as its data source and references Michael Burry's view that GPU depreciation should be 2-3 years, noting H100 GPUs are still rising in rental value after four years. It also cites OpenRouter data showing token usage on an exponential curve and argues AI hardware companies benefit regardless of which models are used.
Why “Rumor”
- Only community or trader posts: r/stocks
0 independent source groups across 1 post · evidence score 9/100. How labels work
Market around the story
- NVDA Still being measured. The price reaction is recorded once the market has traded for six hours after the first report.
What the sources claim
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Blackwell GPU rental rates hit a record high in October, up 63% year over year. NVDA
“Blackwell GPU rental rates have hit a record high in October, up 63% YoY”
r/stocks -
H100 GPUs are still rising in rental value four years after launch, contrary to Michael Burry's 2-3 year depreciation expectation. NVDA
“it's been 4 years already and H100 GPUs are still rising in rental value”
r/stocks -
OpenRouter data shows token usage is on an exponential curve.
“OpenRouter's data shows that token usage is on an exponential curve currently”
r/stocks -
AI hardware companies win regardless of whether people use OpenAI, Anthropic, or open source models.
“AI hardware companies win no matter if people use OpenAI/Anthropic or open source models”
r/stocks
Sources
More on NVDA
Summary and claims extracted by AI with prompt analyze-story@5 on 2026-10-16 19:10 UTC. Labels are computed from the sources, not by the model.