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ZephyrZephyr
11 Nov, 13:46

Bearish outlook on near-term GPU rental premiums due to future supply

Bearish+0.07%

AI Summary

The author expresses skepticism about maintaining high rental premiums for Ampere/Hopper GPUs by 2027/28, citing impending full production of next-gen Rubin architectures, with high rents only possible if data center construction faces regulatory delays.

I will be really surprised if they can rent out Ampere/Hopper at such an insane premium in 2027/28, even when Rubin and Rubin Ultra will be in full production The only scenario in which this happens is if DC construction slows down a lot due to regulatory reasons https://x.com/zephyr_z9/status/2120513397284590018/photo/1

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