CLOUD · T01
Will spot/on-demand hourly rental prices for NVIDIA H100 80GB SXM capacity on major public GPU marketplaces be at or above their November 2026 level as of the stated test dates in 2027?
Deployed accelerator capacity stays scarce enough that even prior-generation H100/A100 rental prices hold or rise rather than collapsing as Blackwell-class supply floods in, confirming there is no idle-GPU glut.
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GPU utilization stays high
AI inference and training demand growing faster than datacenter shell, power and chip supply can be commissioned, so total deployed compute remains the binding constraint across GPU generations. Rental and contract prices for older accelerators hold or escalate, backlogs persist, and new capacity is absorbed on commissioning rather than sitting idle.
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GPU rental prices fall as capacity loosens
When xAI's research program faltered, most of its original team departed, freeing compute capacity at SpaceX that became available to market to external customers like Google and Anthropic, showing supply can loosen faster than expected. As this kind of surplus capacity reaches the open market, published H100 hourly rental prices fall below their November 2026 levels on the stated 2027 test dates rather than holding or rising.
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The questions
Settles Nov 9open
Did CoreWeave's spending on property and equipment reach at least 215 percent of its revenue last quarter?
Settles Dec 14open
Will Oracle's operating cash flow hit at least 95 percent of revenue for the quarter ended November 30, 2026?
Settles Nov 9open
Will CoreWeave's operating cash flow hit at least 18 percent of revenue for the quarter ended September 30, 2026?
Settles Nov 9open
Did CoreWeave's operating cash flow reach at least 25 percent of its revenue last quarter?
Settles Nov 9open
Did CoreWeave's operating cash flow reach at least 32 percent of its revenue last quarter?