AIW Tear Sheet

A weekly, skimmable read on GPU compute: pricing, capacity, chips, data centers, power, policy and financing, for the people buying and building AI compute.

Articles

New GPU contracts price at more than double last year's

Oct 20, 2026

•

10 min read

New GPU contracts price at more than double last year's

Chip stocks and AI credit sold off last week. B200 rents hit a record, per Ornn, and the biggest buyers kept signing for powered capacity.

AIW Tear Sheet

Articles

New GPU contracts price at more than double last year's

Matthew's Newsletter