Podbit · God Mode Podcast
H200 GPU spot rental prices have fallen from a peak of $7/hr to $4.11/hr, coinciding almost exactly with Anthropic's SpaceX compute deal removing a major source of spot demand. Commoditization of compute is now live and tradeable on Polymarket prediction markets.
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At 41:43 · chapter starts 41:40
The spot rental price of an H200 GPU dropped to $4.11 per hour, down from a peak of approximately $7 per hour a few weeks prior.
Anthropic's $1.25B/month deal with SpaceX for ~200,000 GPUs works out to $8 per GPU per hour — about double the current spot market price. Elon negotiated the better end of that trade, and Anthropic now has the compute firepower to run 1,000-agent swarms that will burn through tokens at unprecedented speed.
Back-of-the-envelope math suggests Anthropic is paying SpaceX approximately $8 per GPU per hour under their compute deal.
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