gpugene says short-term B300 compute prices are rising, with derivatives seen as a hedge

ChainCatcher reported that X user gpugene discussed pricing in the compute market and said some B300 deals have cleared above $24 per GPU hour, while contracts shorter than one year have held above $7 per GPU hour and are still moving higher. In the post, gpugene argued that compute derivatives could help buyers hedge against increases in GPU-hour prices while preserving flexibility over rental duration. He added that if an inference cloud sells services at a fixed price while its own GPU bill floats, it is effectively taking on compute price risk. As an example, the post described an offer for 2,048 B300 GPUs leased from now for five years at $4.15 per GPU hour, for a total of $372,264,960. Assuming a customer goes live after 12 months and uses that capacity from months 13 to 15, total demand would reach 4,485,120 GPU hours. gpugene also modeled a call option with a $4.50 strike, a compound option alternative, and 4,000 hypothetical five-year rent and demand paths to compare average and worst-case outcomes.