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Demand for Aging Nvidia H100 Chips Remains Strong as Production Shifts to Next Generation

  • Foundation Models
  • Infra & Chips

Silicon Data CEO Carmen Li says demand for older-generation Nvidia H100 graphics processors stays robust, even as the chipmaker shifts manufacturing toward newer architectures and prices for the established model remain elevated due to ongoing supply constraints. The Hong Kong-founded analytics firm, which tracks real-time GPU pricing and market data, reports that H100 rental prices jumped 10% in just four weeks between December 2025 and early January 2026, climbing from $2.00 to $2.20 per hour on spot markets. Spot rental pricing remained volatile throughout the first half of 2026, hovering between $1.38 and $12.29 per hour depending on provider and region, reflecting fragmented supply and inconsistent price discovery across cloud platforms.

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