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New Labs Profit by Subletting GPUs

Yuchen Jin relays a neolab friend saying GPU rental prices rose 2-3x, so reselling hoarded H100/B200/B300 compute can print money even if model training fails.

First on the board Oct 25, 02:37 · How the board is ranked

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Key points

@Yuchenj_UW said a neolab friend told him they locked in GPU capacity early, and H100/B200/B300 rental prices have since gone up 2–3x.
The friend said the lab can resell the compute if it fails to train the best model.
A reply cited an Amazon CEO Andy Jassy statement on an Andreessen Horowitz podcast released Oct 23 that AWS's 2026 capacity is sold out, 2027 is largely sold out, and a good chunk of 2028 is too, per The Information.

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Original post

Yuchen Jin @Yuchenj_UW 307.1K followersOct 25, 01:15

Heard from a neolab friend: “Even if we fail to train the best model, we locked in GPU capacity early. H100/B200/B300 rental prices have since gone up 2–3x. We can just resell the compute and print money.” OK, so that’s the business model.

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Reaction on X: Most replies joked that the lab is essentially a GPU landlord or landlord with a model training hobby, and that NVIDIA always wins. One reply added Andy Jassy's remarks on AWS capacity being sold out. @Yuchenj_UW did not respond.

From @themathgeek13, @NarekMaloyan, @VZ4EE and others. Spam removed, with English and Chinese translations.

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