Home / Signals / Collateral loses value

• GPU rental pricescalmsteady

  H100 about $2.88/hr, up 44% since December

  Nothing new from the big indexes since Oct 24, when Silicon Data had H100 at $2.88 and B200 at $6.45 an hour and Ornn had B200 up to $9.57 in October. Search snippets also show list prices going up, like Nebius lifting on-demand H100 to $4.50 from $3.85 on Oct 1 (unverified, didn't open the page). Collateral's still holding its value.

  FourWeekMBA: H100 rent hits $2.88 an hour · Oct 24, 2026

• Hyperscaler lease pullbackswatchsteady

  No outright cancellations found; delay penalties now above $5M a day

  Still no hyperscaler lease cancellations turning up this month. What's changed this year is the terms: delay penalties went from about $1M a day early in 2026 to more than $5M a day by October, so developers whose projects slip eat the risk. Nothing new found today.

  Crypto Briefing: AI data center tenants want $5M a day for delays · Oct 24, 2026