Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in ear…

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

SemiAnalysis launches an H100 1-Click Rental Index and reports the GPU spot market reversed from cooling in October 2025 to a hard capacity squeeze by early 2026 in roughly five months.

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Extraction

Topics: gpu-compute-marketh100-pricingcompute-infrastructure

Claims

SemiAnalysis has launched a new H100 1-Click Rental Index tracking GPU rental market conditions.
The GPU spot market transitioned from a cooling phase in October 2025 to a hard squeeze by early 2026.
This full reversal in compute market conditions occurred in approximately five months.

Key quotes

The spot market for compute has gone from 'finally cooling off' in October to a hard squeeze again, in roughly five months.