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The CEO of AI infrastructure provider CoreWeave recently revealed that the average price fluctuation of its flagship product, the Nvidia H100 GPU, in the fourth quarter of 2023 was kept within 10% compared to the beginning of the year, demonstrating significant price resilience.

The CEO of AI infrastructure provider CoreWeave recently revealed that the average price fluctuation of its flagship product, the Nvidia H100 GPU, in the fourth quarter of 2023 was kept within 10% compared to the beginning of the year, demonstrating significant price resilience.

老虎证券老虎证券2026/02/26 22:37
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Meanwhile, the average price of the same series A100 chips shows a clear upward trend in 2025. This data reflects the dynamic changes in the supply and demand relationship in the high-end AI chip market. Despite the industry's pressures from supply chain adjustments and technological iteration, the H100, as the core hardware for large language model training, continues to maintain a stable premium. The rising price of the A100, on the other hand, suggests that the demand for mid-to-high-end computing power is continuously penetrating into emerging application scenarios. It is worth noting that the pricing strategies of products from the two mainstream chip manufacturers are showing a trend of differentiation. Against the backdrop of an intensifying computing power arms race, the price trends of different generations of GPUs may profoundly affect the pace and cost structure of global AI infrastructure construction.
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