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IRENIREN Limited$27.26
24h
+7.26%
26 Oct, 08:09
Bullish on AI compute demand driving stock upside
Bullish+9.45%
AI Summary
Author highlights surging GPU rental pricing and consecutive price increases for Blackwell chips, presenting a bullish thesis for AI compute and data center infrastructure stocks.
Gavin Baker Believes Demand Will Solve Neocloud Financing Issues
"An open-source model, DeepSeek, said that they are monetizing at $38 per GPU hour. Last time I checked, I hadn't heard of anybody renting GPUs anywhere near that high. So maybe this explains why Blackwell prices have been up 17 days in a row."
Jensen Huang: "Yeah."
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