Pricing Micro-Adjustments Report — November 4–8, 2025

Key Market Trends (Nov 4–8)

• Market still broadly stable: roughly 70–80% of tracked SKUs showed no list-price change during the window.

• Spot / marketplace activity leads: Vast.ai and RunPod continued to surface short, pocketed discounts — especially on H100/H200 and new RTX 5090 listings — making spot channels the best source of opportunistic savings. Vast AI+2Runpod+2

• Major clouds disciplined: AWS, CoreWeave and other large providers kept on-demand list prices steady; they lean on reserved capacity, savings plans and enterprise credits rather than fresh broad cuts. (AWS’s big mid-2025 instance reductions still set the base, but no new sweeping cuts appeared this week.) Amazon Web Services, Inc.+1

• Mid-tier promos continue, short and targeted: A100/RTX-class promos appeared at specialist/regional hosts in brief windows (typical effective discounts ~2–6%). Runpod+1

Provider Strategies Observed

• Vast.ai / RunPod (marketplaces): Most agile — rotating spot inventory and host-level pricing produce short windows of sub-list rates for H100/H200 and RTX 5090. Vast AI+1

• AWS / CoreWeave / Major clouds: Maintain on-demand price discipline; offer value via reservations, enterprise bundles and credits rather than public markdowns. Amazon Web Services, Inc.+1

• Regional / specialist hosts: Use short promos to capture developer/SMB projects — tactical, time-limited moves rather than structural price changes. Runpod+1

GPU Segment Analysis

• H200 / B200 → Stable; premium tier preserved. CoreWeave

• H100 → On-demand steady; spot pools offered the best bargains (pockets of −3% to −8%). Vast AI+1

• A100 / RTX 4090 → Short promo windows (~−2% to −6%) at regional/specialist hosts. Runpod

• RTX 5090 (newer consumer flagship): Increasing short-term rental/listing supply (very low hourly rentals appearing on marketplaces) — creates an alternative low-cost route for high-end experimentation. TechRadar

Competitive Dynamics

• Spot marketplaces = primary price pressure. Flexible buyers continue to capture the largest savings. Vast AI+1

• No broad price war. Providers favor targeted promos, reservation discounts, and service differentiation. Amazon Web Services, Inc.+1

Customer Impact

• Flexible/batch workloads: Best short-term savings on H100/H200 via spot windows. Vast AI

• Developers / SMBs: Benefit from quick mid-tier promos and now more access to expensive consumer flagships (RTX 5090) via rental marketplaces. TechRadar

• Enterprises / production: Premium SKUs stable → predictable budgeting; reserved plans still the best hedge.

Market Outlook

Expect continued selective spot & mid-tier promos into mid-November; premium on-demand tiers likely to stay firm unless utilization weakens materially. Market remains mature and predictable, with tactical windows for opportunistic buys.