Quote post: @StockMKTNewz on Nvidia B200 rental rates hitting a high while NVDA falls on the Huang probe
$NVDA is down about 5% today on the board probe into Jensen Huang. Meanwhile Ornn's B200 rental index settled at $9.94 an hour on Nov 8, up 33% in a month. I think the market is pricing CEO risk while the chips get harder to rent.
https://x.com/StockMKTNewz/status/2119823552572493995
Sources: Ornn OCPI-B200: $9.94/GPU-hr Nov 8 settle, +33.1% over 30 days, low $5.66 since Aug 10 · AI Industry Today: Ornn B200 index rising, $7.77 on Sept 22, highest in its public window · CNBC: Nvidia stock falls 5% as board opens investigation tied to Jensen Huang · Guardian: Nvidia fell almost 7.5% at the open to $172.75 from $186.64
Not financial advice. For informational and educational purposes only.