Wholestory

← Voices

SemiAnalysis

70%credibility0 / 0 / 0

Why this score Specialist chip and datacenter-economics outlet; deep technical sourcing, openly opinionated — separate its data from its takes.

Tracked statements

1
? unverified
GPU rental pricing is more likely to keep rising than falling through 2026.

Still open, and no longer clearly running in the predicted direction: the Silicon Data H100 index read $2.53 per GPU-hour on 6 September, below the $2.75 it showed on 27 July; late 2025 was near $1.96. Resolves on where the rate ends 2026.

state of ai/infrastructure·source ↗