Nvidia B200 Cloud Rental Prices Soar 79% in Three Months, Exceeding H100 Costs Per Unit of AI Compute

The cloud rental price for Nvidia's B200 GPU has surged by 79% over the past three months, reaching $8.01 per GPU-hour by late September 2026. This unexpected increase means the B200 now costs 21% more per unit of AI compute than the older H100, a reversal of typical GPU market behavior. The primary driver for this divergence is identified as the scarcity and premium pricing of high-bandwidth memory (HBM), which is crucial for memory-bound AI workloads.