GPU rental prices have fallen through the second half of the month. Most notably the H200 declining by -37.7%. Is this a potential sign of slowing demand? If GPU demand slows, then DRAM demand will subsequently slow. NVDA comprises 8% of the S&P 500 and a lot of the demand narrative around semis and the AI trade tie back to NVDA. When you take into account the large % of the global equity market that is tied back to this narrative, slowing demand headlines could create a shockwave through markets around the globe… so does anyone know why prices are declining or have any thoughts?? Is this a sign of a crack in the trade that’s largely driven stocks, or maybe a sign that CPUs are indeed hurting pricing power for GPUs? submitted by /u/Zipski577 [link] [comments]