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Nvidia-backed Crusoe says GPU prices are rising, including older chips

Crusoe, the Nvidia-backed AI data center developer, is seeing GPU prices climb, including for older Nvidia chips, CEO Chase Lochmiller said. A100 prices are now higher than in 2020-21 and H100 prices exceed levels when the chip was first deployed in 2023, he said, citing strong demand as underlying model capabilities improve and users extract more value from compute infrastructure.

Original source

AI take

The signal here is less about Nvidia's newest silicon than about the secondhand tier: if even A100s are pricing above their 2020-21 levels, demand is outrunning the installed base rather than just chasing the frontier. That matters for neoclouds and smaller model developers who depend on older compute, since their cost of capacity is being reset by the same scarcity driving new deployments. Whether this reflects durable compute tightness or a temporary squeeze as buyers anticipate newer capacity is the open question.

Generated by AI for reference only.

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