H200 GPU: $4.11/hr (down from $7)
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.
Snapshot · God Mode Podcast
Claude Opus 4.8, browser in Codex, tokenmaxxing, and the upcoming AI IPO bear case nobody wants to hear
Explore episode
May 29, 2026
Where this was said
GPU Prices Falling & The Polymarket for Compute
At 42:27 · chapter starts 41:40
GPU Prices Are Falling: AI Compute Is Commoditizing
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.
Anthropic Is Paying SpaceX $8 Per GPU Per Hour
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.
Anthropic pays SpaceX $8/GPU/hr
Back-of-the-envelope math suggests Anthropic is paying SpaceX approximately $8 per GPU per hour under their compute deal.
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