[pricing trend analysis] - July 23-24, 2025

[pricing trend analysis] - July 23-24, 2025

1. Price Movement Patterns:

• Major price reductions across most providers
• Average decrease of 11.2% for H100/H200 instances
• Largest drops seen in Cudo's offerings (-20% to -23.6%)
• RunPod maintaining stable prices after previous day's cuts

2. GPU Model Trends:

• H200 pricing range narrowed: $1.89-$3.80
• H100 pricing stabilized: $1.80-$5.49
• L40S becoming more competitive: $0.68-$0.79
• Multi-GPU clusters seeing consistent 7-8% reductions

3. Market Dynamics:

• Increased competition among providers
• Price convergence across major players
• Supply constraints easing
• Regional availability improving
• Volume discount importance diminishing

4. Provider Positioning:

• Cudo emerging as price leader for H100 SXM
• NeevCloud maintaining lowest H200 pricing
• RunPod holding steady after aggressive cuts
• Hyperstack adjusting to market with moderate reductions

5. Customer Impact:

• More affordable access to next-gen GPUs
• Reduced price disparity between providers
• Better availability across regions
• More options in every price segment
• Less pressure to commit to long-term contracts

• Further price stabilization expected
• Continued focus on H200 accessibility
• More providers likely to enter H200 market
• Regional expansion anticipated
• Potential for new pricing models emergence