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Nvidia CEO Jensen Huang counters Michael Burry's bear case with GPU rental data

Nvidia CEO Jensen Huang highlights surging H100 GPU rental rates to counter Michael Burry's bear case alleging circular financing in AI chip

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Nvidia CEO Jensen Huang counters Michael Burry's bear case with GPU rental data

Nvidia CEO Huang counters Michael Burry with H100 rental rates up 22% monthly to $3.28/hour, framing GPUs as productive assets. The $105B credit guarantee on AI infrastructure concentrates risk—GPU utilization signals real demand vs. overcapacity.

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benzinga.com19 h fa

Nvidia CEO Jensen Huang Said Nvidia Compute Is 'Fungible, Durable and Highly Rentable' — Now Oracle CEO S

Oracle says four-year-old GPUs are being renewed or resold at a 20% premium, backing Jensen Huang’s bullish view on AI hardware longevity.

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mercoledì 9 settembre 2026·cryptobriefing.com
Nvidia CEO Jensen Huang counters Michael Burry's bear case with GPU rental data
Nvidia CEO Jensen Huang highlights surging H100 GPU rental rates to counter Michael Burry's bear case alleging circular financing in AI chip
venerdì 11 settembre 2026·benzinga.com
Nvidia CEO Jensen Huang Said Nvidia Compute Is 'Fungible, Durable and Highly Rentable' — Now Oracle CEO S
Oracle says four-year-old GPUs are being renewed or resold at a 20% premium, backing Jensen Huang’s bullish view on AI hardware longevity.