Dec. 22 at 9:20 PM
$NVDX
READ IT SLOWLY
We have our confirmation of an Ai Bubble from NVDA
Good luck ignoring this Bearish NVDA development
NVDA GPU Rent‑Rate Decline + CapEx Paradox
GPU rental prices are falling fast
even as Nvidia‑driven data‑center capex increases on borrowed money.
H100s that cost ~
$30K to buy now rent for ~
$1.X/hr, and Blackwell‑class chips that debuted near
$500K rent for ~
$3.X/hr and dropping. Oversupply, rapid architecture refresh cycles, and too many data centers built too quickly — especially in China — have pushed utilization down and rental markets soft. Meanwhile, hyperscalers keep expanding capex to secure next‑gen GPUs before competitors, creating the paradox: capex up, rental rates down.
capacity oversupply forcing rent rates down.
Confirmation of an Ai Bubble
This house of cards will collapse
Borrowers are giving ai compute away in a race to the bottom