The index has H100 one-year rentals running from $1.70 per hour per GPU in October 2025 to about $2.35 in March 2026, wh…

SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-12

SemiAnalysis's H100 Rental Index shows one-year GPU rental prices rose approximately 40% from $1.70/hr in October 2025 to $2.35/hr in March 2026, with a 15-20% price step occurring in January-February 2026 alone.

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Extraction

Topics: gpu-compute-marketh100-pricingcompute-costs

Claims

H100 one-year rental prices rose from $1.70/hr in October 2025 to $2.35/hr in March 2026, a 40% increase.
A 15-20% price increase occurred specifically in the January-February 2026 window.
On-demand capacity for major AI models is tightening alongside spot market price increases.

Key quotes

The index has H100 one-year rentals running from $1.70 per hour per GPU in October 2025 to about $2.35 in March 2026, which is a 40% move off the bottom, with another 15-20% step from late January through February alone.