GPU rental prices doubled in six months while inference costs kept falling—efficiency is the hinge
What happened
B200 GPU 每小时租金从 4.4 美元涨到 8.08 美元，六个月翻了一倍。与此同时，Claude Opus 5.5 运行成本比上一代低了 40%，OpenAI 的 Luna 模型先是在七月降价 80%，九月又砍了 50%。同一个基准测试，一年半前跑一次要 0.55 美元，现在只要 0.0015 美元，便宜了 377 倍。Tunguz 认为，硬件...
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B200 GPU rental hit $8.08/hr, doubling in six months. Meanwhile Claude Opus 5.5 runs 40% cheaper than its predecessor; OpenAI slashed Luna pricing 80% in July and another 50% in September. A benchmark that cost $0.55 18 months ago now clears for $0.0015—a 377x drop. Tunguz argues efficiency gains are offsetting hardware cost inflation, with the two curves running neck and neck for now. The post doesn't predict whether efficiency can keep outpacing GPU price hikes, but says gross profit per GPU-hour is the metric to watch.
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