“The same fate awaits H100 GPUs too.”
Our reading, the sentence that was checked:
H100 GPUs will, like A100s, fall to low rental prices as they age.
Assessment: Unresolved No deadline stated on 2026-10-29 Evidence as of
Where and when Ed Zitron wrote it
Where's Your Ed At, NVIDIA Isn't Enron - So What Is It?, paragraph 256.
- Said
- Source observed
- live page, full text, public
- Evidence as of
- the cutoff for this assessment
- Assessment recorded
- assessment wyea-nvidia-isnt-enron-so-what-is-it-0547b7-a1
We recorded 27 claims from this post. See every claim from this post.
The wording above is the version this site observed on 2026-10-28. The source may have been edited after 2025-12-08. This page does not claim the wording was captured then.
What the claim commits to
- Kind
- Forecast
- Deadline, as the speaker wrote it
- None stated. This site does not add one.
- Deadline state when assessed
- No deadline stated
- Deadline state on 2026-10-29
- No deadline stated (the release’s reference date)
From the speaker
- The same fate awaits H100 GPUs too.
- the average rental price of an A100 GPU is 99 cents an hour
- a four or five-year-old GPU
Our interpretation
- The ordinary reading is that aging H100s will eventually command rental prices roughly comparable to the approximately $1 per GPU-hour cited for A100s.
- The four-to-five-year comparison supplies context, but does not expressly set an H100 deadline.
- Representative market prices matter; an isolated discounted offer would not establish the predicted market outcome.
- This concerns rental-market prices, not NVIDIA's revenue or another named company's financial results.
Counts as supported if: Representative, dated rental-price observations establish approximately $1 per H100 GPU-hour as a normal market rate as H100s age.
Counts as contradicted if: A decisive event makes the predicted eventual rental-price outcome impossible. Prices remaining above $1 for a finite period do not contradict an undated forecast.
Retrospective: these criteria were written after the outcome was public.
Current assessment
Did the forecast come true?
Outcome: Unresolved
The record was checked, and the evidence available by the cutoff does not settle it.
Scored on a plain reading. The speaker named no measure for this claim, so it was judged on the reading an informed reader would take, stated below under our interpretation. Both reviews had to find that reading fair.
- Evidence as of
- Deadline state when assessed
- No deadline stated
- Assessment recorded
- Policy version
- 2026-10-28.7
Rationale
The dated observations do not establish H100 rentals near the approximately $1 comparison level. They also cannot disprove an eventual decline because Zitron supplied no deadline. The [Silicon Data index](https://www.silicondata.com/products/silicon-index/h100) therefore provides context, not a conclusive event.
Limitations
- Approximately $1 is an interpretation of the A100 analogy.
- Different rental segments can have materially different prices.
- The index is a live page rather than an independently archived snapshot.
Evidence (2 items)
Context only: Silicon Data,
2.90
Why it matters here: The dated neo-cloud index reads $2.90 per GPU-hour, above the comparison level. That does not establish or disprove an eventual decline to approximately $1.
- Publisher
- Silicon Data
- Kind of source
- Independent measurement
- Describes events of
- Public from
Context only: Silicon Data,
Hourly rates climbed from $2.00 to $2.20
Why it matters here: The index producer reports an increase from December 9, 2025 to January 6, 2026. This cautions against assuming a continuous decline, but does not settle the undated prediction.
- Publisher
- Silicon Data
- Kind of source
- Independent measurement
- Describes events of
- Public from
What would settle it
Representative, comparable rental-price observations showing that aging H100s normally rent for approximately $1 per GPU-hour.
Where it was said (1)
Said once in the sources this register covers.
: Where's Your Ed At, NVIDIA Isn't Enron - So What Is It?
The same fate awaits H100 GPUs too.
- Where
- paragraph 256
- Published
- 2025-12-08
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment wyea-nvidia-isnt-enron-so-what-is-it-0547b7-a1: Current. Outcome: Unresolved. Evidence as of 2026-10-28. Public date not recorded.
Recorded events
Assessment publishedBy this site
First assessment published after both reviews and the final-text check passed.
About assessment wyea-nvidia-isnt-enron-so-what-is-it-0547b7-a1.