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A comment on AI Companies Are Trying to Hide a Staggering Amount of Debt. Parent comment

Re:AI Companies Are Trying to Hide a Staggering Amount of Debt by polski-g on Friday July 24, 2026 @12:36AM (#49031268)
H100 rental costs are increasing.

If anything those GPUs should not be marked down at all.

Burry is wrong.

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Re:AI Companies Are Trying to Hide a Staggering Amount of Debt by zipy124 on Friday July 24, 2026 @07:31AM (#49034059)
Is this true? The best data I could find is that A100 costs are decreasing slightly, H100's have been holding steady and B-series have been increasing?
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Re:AI Companies Are Trying to Hide a Staggering Amount of Debt by polski-g on Tuesday July 28, 2026 @07:18PM (#49091310)
https://x.com/i/status/2082168950649979109
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