Nansen CEO: GPU Rental Prices Declining, AI Infrastructure Entering Repricing Stage

According to Nansen CEO Alex Svanevik on June 20, H100 and H200 GPU rental prices have declined, signaling a shift in the supply-demand dynamics of computing power. The CEO noted that as model efficiency improves and GPU supply expands, the AI infrastructure market may be entering a repricing phase, with Chinese models becoming increasingly efficient and non-Nvidia chip availability growing globally.
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