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Explain this story: Nvidia GPU Demand Is So Extreme, Even Bad Cloud Infrastructure Is Selling, SemiAnalysis Says
Demand for NVIDIA Corp. GPUs is so high that even cloud providers with subpar infrastructure are finding customers willing to pay high prices, according to SemiAnalysis. The report indicates "ridiculous backwardation" in the market, with buyers paying steep premiums for immediate compute access rather than waiting. This extreme demand is also evidenced by companies signing four-year contracts for H100 capacity, suggesting that older Nvidia GPUs will retain significant value.
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Demand for NVIDIA Corp. GPUs is so high that even cloud providers with subpar infrastructure are finding customers willing to pay high prices, according to SemiAnalysis. The report indicates "ridiculous backwardation" in the market, with buyers paying steep premiums for immediate compute access rather than waiting. This extreme demand is also evidenced by companies signing four-year contracts for H100 capacity, suggesting that older Nvidia GPUs will retain significant value.
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