gpu
2 articles
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.