Pricing Micro-Adjustments Report — October 29 – November 3, 2025

Key Market Trends (Oct 29 – Nov 3)

• Broad stability: ~70–80% of tracked SKUs showed no list-price change.

• Spot platforms most active: Vast.ai, RunPod and similar marketplaces continued to surface short H100/H200 windows with discounts (~−3% to −8%) for flexible buyers.

• Major clouds steady: AWS, CoreWeave, Lambda and large specialist clouds kept on-demand rates firm; emphasis on reserved capacity, credits and enterprise deals.

• Mid-tier nudges: A100 / RTX-class promos remained time-limited and opportunistic (typical effective discounts ≈ −2–6%).

• Premium insulated: H200 / B200 positioning held; no structural markdowns.

Provider Strategies Observed

• AWS / Major clouds: No fresh across-the-board cuts; pushing savings plans, reservations and enterprise bundling.

• Vast.ai & RunPod (marketplaces): Continued aggressive spot windows; best short-term savings for non-latency workloads.

• Regional/specialist hosts & Lambda: Running short promos to capture developer/SMB demand; promos are tactical and short.

• CoreWeave / enterprise specialists: Product/partnership activity supports premium demand and price stability.

GPU Segment Analysis

• H200 / B200 → Stable; premium tier preserved.

• H100 → On-demand stable; spot pools offered best bargains (pockets of −3% to −8%).

• A100 / RTX 4090 → Short promo windows (≈ −2–6%).

• RTX 5090 / L40S / inference SKUs → Mostly flat; isolated regional tweaks.

Competitive Dynamics

• Spot marketplaces continue to be the primary source of short-term price pressure.

• Mid-tier competition is promo-led (no aggressive headline cuts).

• No market-wide price war — providers preserve discipline and predictability.

Notable Developments (this window)

• Continued rotation of H100/H200 spot inventory on marketplaces — quick buys for flexible workloads.

• A handful of regional hosts introduced dev-focused A100/RTX promos over weekend windows.

• No major cloud announcements affecting list pricing during the period.

Market Assessment

Market remains mature and stable: tactical micro-adjustments (spot and short promos) dominate; enterprise-grade SKUs remain largely insulated. Buyers can plan budgets with confidence while opportunistic users capture periodic spot savings.

Customer Impact

• Flexible/batch jobs: Best savings via marketplace spot windows (H100/H200).

• Developers / SMBs: Benefit from occasional mid-tier promos.

• Enterprises / production: Predictable premium pricing; reserved deals remain optimal.

Market Outlook

Expect continued selective tuning in spots and mid-tier promos into early November. Premium on-demand tiers likely to remain stable unless utilization weakens materially.