Originally published on AI Tech Connect.
What changed Nvidia announced an approximately 20% price increase for H100 rentals in 2026. That is a stated move on rental pricing, not a market observation. Separately, market H100 rental costs have climbed by nearly 40% since October 2025. Different measurement, different mechanism — this is what the market has actually done, not what anyone announced. Separately again, H100 one-year lease contract prices rose approximately 40% over five months into early 2026. That is the contract market, and it is the one that carries lock-in risk. AWS raised H200 GPU instance prices by 15% on 4 January 2026. The p5e.48xlarge, which carries eight NVIDIA H200 GPUs, went from $34.61 to $39.80 per hour. It was the first GPU price increase in roughly two decades and broke a twenty-year precedent of cloud…
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