Q: what do I expect to get out of this 1 GW deal? A:

They went with @gpumart

looking for up to 1 GW of colo space over the next two years for a @GPUMart client. Can consider sites 1.5MW and above. company is price insensitive and has billions behind it I understand everyone wants this, but figured I’d throw it out there!

current state of the GPU hardware market: A100s: some ZT systems 40GB slop still circulating H100: guy with new website has an allocation, can do $375k a node. H200: $450k B200: @GPUMart has some ready-to-ship. Besides that 🤷‍♂️ B300: what's your O-number? GB300/Vera Rubin: I know a guy running xAI Colossus. He's sending me his O-number.

announcing the new (and improved) @GPUMart

GPU Mart has sourced 30 data center locations in the US currently available to reserve, including a 2.5 MW location on the East Coast. Most of the large colo space has been gobbled up, but there are some scraps available. Let me know if you're a) interested in these scraps or b) are a DC operator with capacity you'd like to get in front of @GPUMart buyers

for those of you who want a B300 in 4 weeks, but don't want to play SMC Gold SKU roulette.

Bad news: I’m drinking again. Sober October didn’t last long Good news: there is life after the SMC Gold SKU. @GPUMart has a B300 option with pricing so good they’re saying I robbed the warehouse.

I was holding off on listing this inventory until Monday so I could take the day off and enjoy the warm post-Nor'easter weather here in CT, but the board has spoken. there's a major hardware release coming in a couple of hours sign up for @GPUMart Buyer Alerts to hear about it first

today we're launching the @GPUMart referral program if you're a bartender, wine dealer, realtor or even substitute gym teacher looking to get in on the AI compute action - this is your chance. remember that guy at the bar last night who told you he's going to disrupt AWS with a distributed fleet of Vera Rubins? I want to speak with that guy immediately. we're looking for both supplier and buyer introductions. come on down! (Bob Barker voice)

another happy @GPUMart customer

a @GPUMart customer is seeking colo in California for two B200 nodes, available this week. who will open their doors to my client?

B200s are basically the wife you left 5 months ago to chase the new girl in town, but you had a bunch of missed calls and long confusing emails now you’re just going home to your wife to see if you can make it work.

we're seeing some interesting movement in B200 Land there are a lot of 'orphaned' B200 orders, as AI labs rushed to the B300s. you can get ready to ship B200s for ~$460k/node (paging @GPUMart ) rather than playing SMC Gold SKU B300 roulette. B200 orders were placed in Q1 but demand subsided. Many neoclouds over-ordered. now that B300 lead times are increasing and B200 rental prices are north of $7/hr (per @OrnnExchange data + yesterday's Nebius price hike to $8.50/hr), some are rushing back to the forgotten node. where is this going?

.@GPUMart has a small cluster of air-cooled H100s available probably enough to start up a random new neocloud that may trigger Sam Altman DM for details

Some personal news

it says here that H200s **might** be arriving @GPUMart next week... who wants one?

. @GPUMart is rapidly becoming the premier exchange for AI infrastructure. While we handle massive deals (like last week’s $15M H100 order) we remain committed to supporting the "little guy." For startups, owning your infrastructure is an uphill battle. Brokers and OEMs consistently prioritize large-scale orders, making it incredibly difficult to secure a single node. And if that single node happens to be an H200? You have a better chance of borrowing Jensen's leather jacket. Today, we met with an AI startup in desperate need of one H200 node to launch an ambitious project. @GPUMart is searching far and wide to make it happen. Who has the node? Full details at the link below.