4 sources healthy · latest episode 9 Nov 2026
descriptive claim

The H100 rental-value calculation does not account for AI being able to work nights and weekends.

Dwarkesh Patel · Why smarter AI models could drive up compute prices 10x · 3 Aug 2026

In their words

The transcript segments this claim was taken from

“That's over 15x the current spot price for an H100.”
“And this is not even accounting for the fact that your AI can work nights and weekends.”
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