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GPU Prices Up 53%, $860B Chip Market & Xi-Trump Summit Silence
Audio is available on Spreaker — see link below.
Nebius raises H100 hourly rates 53% in six months as TSMC's 2nm node fills fast — the supply crunch is structural, not cyclical. Today's briefing covers the $860B AI chip market outlook, Nvidia's 78% share, Korean challengers eyeing the Middle East, and why the Xi-Trump summit's silence on export controls matters.
Audio is available on Spreaker — see link below.
TSMC's most advanced manufacturing node just got a lot more crowded. Apple, Nvidia, AMD, Qualcomm, and MediaTek have all increased their two-nanometer capacity orders by ten to twenty percent.
The clearest real-time confirmation of that supply squeeze came from Nebius. The sovereign AI cloud provider raised on-demand hourly rates for Nvidia H100, H200, B200, and B300 GPUs by seventeen to twenty-one percent, effective October first.
Against that backdrop, consider where the market is heading. The data center AI chip market stood at one hundred and twenty-four billion dollars in twenty twenty-four.
The geopolitical picture shifted too. The Xi-Trump summit produced no movement on semiconductor export controls.
That creates an opening. FuriosaAI and Rebellions, the two most prominent Korean AI chip makers, are actively positioning for Middle East markets as a hedge against US export control risk.
Two final markers worth tracking. TSMC and Samsung have both committed to ASML's High-NA EUV lithography deployment by twenty twenty-eight.
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