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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks N / Nvidia (NVDA)
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Author: BreckHutHigh   😊 😞
Number: of 24 
Subject: The Great GPU Shortage
Date: 04/02/26 3:33 AM
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"GPU Rental Pricing is the latest of many compute related products and services to see a dramatic tightness in supply and resulting jump in pricing. H100 1-year GPU rental contract pricing has shot up almost 40% from a low of $1.70/hr/GPU in October 2025 to $2.35/hr/GPU by March 2026."

newsletter.semianalysis.com - The great GPU shortage rental capacity

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