Nvidia H100 GPU Rental Prices Surge 40% Amid Strong Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy NVDA?
Source: seekingalpha
- Rental Price Surge: Nvidia's 1-year rental contract pricing for H100 GPUs has surged nearly 40% from $1.70/hour in October 2025 to $2.35/hour in March 2026, indicating robust demand for high-performance computing resources.
- Tight Supply-Demand Dynamics: The research indicates that rental capacity for all GPU types is sold out, with customers willing to pay $14/hour for AWS's p6-b200 spot instances, highlighting sustained strong demand particularly in AI inference and media generation sectors.
- Future Price Outlook: Researchers note that the future of GPU rental prices will hinge on the ramp-up of GB300 clusters, the worsening of the silicon shortage, and the growth of Annual Recurring Revenue for AI labs, reflecting ongoing demand for compute capacity.
- Market Sentiment Discrepancy: Despite clear evidence of tightening supply and rising prices, market sentiment towards Neocloud providers has turned negative, with companies like CoreWeave seeing their stock prices at the lower end of the trading range, indicating concerns over potential oversupply and commoditization.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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