gpu
3 articles
InferenceX v2: NVIDIA Blackwell's Benchmark Massacre and AMD's Software Debt
SemiAnalysis benchmarked ~1,000 GPUs across NVIDIA and AMD lineups. GB300 NVL72 hits 100x over H100 — Jensen's 30x was an underestimate. AMD FP8 competes, but FP4+disagg+wideEP combo falls apart in software.
NVIDIA GPU Rental Prices Are Rising Again — and Customers Are Losing Bargaining Power
SemiAnalysis reports that NVIDIA GPU rental prices are rising rapidly again and capacity is being sold out. Compared to mid-2024 through Q3 2025, customers now have much less negotiating power with Neoclouds — driven by surging agentic coding demand and rising DRAM prices.
The Hidden Second Half of AI Compute Leasing: What Happens After the 5-Year Contract Expires?
Everyone stares at the first 5 years of AI compute profits. But the real game is decided by what happens after the contract expires.