Post by Paul Hogg

🪦 In 2025, the market was ready to write the H100’s obituary. 💰 In 2026, try sourcing a thousand of them. 📉 The GPU cycle did not play out the way a lot of people expected. Rental rates compressed. Headlines called Hopper yesterday’s silicon. Plenty of people predicted a wave of H100s hitting the secondary market. 🚫 That wave never really came. 💡 Why? Because useful hardware does not become obsolete just because the next chip ships. When H100s are already powered, racked, and running real workloads, they're not stranded assets. They're deployed cash flow. 📈 I wrote more on the Hopper market, why inference demand changed the equation, and what it means for buyers and sellers trying to move in a tight GPU market.