Jensen Huang: NVIDIA Chips Are Durable with High Rental Rates
nashnova research
Nvidia's H100 chip rental price rose 22% month-on-month to $3.28 per hour, defying expectations of rapid depreciation; CEO Jensen Huang publicly called Nvidia chips a "productive, income-generating asset."
Why is the H100 rental price rising, not falling?
Compute-trading platform Ornn reported on Sept 8 that H100 rental prices rose 22% month-on-month to $3.28/hour.
The market had widely expected older chips to lose value quickly once newer models launched. This data point says the opposite.
This means → real-world demand for the H100 remains strong enough to push prices up, even as next-generation chips arrive.
What did Jensen Huang actually say?
Huang commented directly under Ornn's post, calling Nvidia chips fungible, durable, and high-utilisation assets.
He framed chips as a "productive, income-generating asset" — not a depreciating purchase, but a tool that keeps earning.
In plain terms = the CEO is publicly comparing his chips to rental property, not to phones you replace every few years.
What to watch next?
One month-on-month data point is not a trend. The key test is whether rental prices hold or keep rising over a longer cycle.
If leasing-market data keeps confirming the "chips as productive assets" thesis, Nvidia's hardware-asset pricing logic gains further support.
This reflects a broader market reassessment of AI-chip lifecycle value — not just launch price, but how long and how profitably a chip can be rented out.
市场有风险，内容仅供研究参考，不构成投资建议。