The BBG Hopper GPU Rental Index with a big move down in late-October. Now down 28% Y/Y.
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Replying to @RealJimChanos
No one uses hoppers anymore they are all onto Blackwells I get your point on useful life etc. but it’s irrelevant for the next 18-24 months. I also hate bubbles…but that’s just facts

Oct 31, 2025 · 7:01 PM UTC

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Replying to @Reignots @RealJimChanos
I think that's his point, no one uses a 2 year old chip and they earn less than they should given the 5-7 year depreciation scheduled that some companies are arguing... Correct me if I'm wrong though
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It’s one data point but Google also said tensors are in service for a decade - so a bit hard to tease out real trend
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Replying to @Reignots @RealJimChanos
How was this point skipped lol
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Replying to @Reignots @RealJimChanos
This shows you the future of Blackwell
Replying to @Reignots @RealJimChanos
Nonsense, of course they are in use. They are just not latest tech.
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