💡 Pricing Micro-Adjustments Report — Sept 28 – Oct 6 2025

💡 Pricing Micro-Adjustments Report — Sept 28 – Oct 6 2025

Key Market Trends:
• Market remains broadly stable — ~80% prices unchanged.
• VAST.AI & RunPod show small spot volatility (−4 to −8%).
• AWS, Lambda, CoreWeave keep list prices steady.
• Minor mid-tier promos (A100/RTX 4090 ≈ −3%).

Provider Moves:
• AWS/CoreWeave: Focus on credits + reserved deals, no fresh cuts.
• VAST.AI: Micro-drops in H100/H200 for burst users.
• Lambda: Weekend promo on A100 for small labs.

Segment Snapshot:
• H200/B200 → Stable, premium pricing intact.
• H100 → Spot dips ≈ −5–8%.
• A100/RTX 4090 → Promo-driven −2–4%.
• RTX 5090/L40S → Flat.

Competitive Notes:
• Market calm; no price wars.
• Spot platforms remain most dynamic.
• Clouds emphasize value over raw cuts.

Customer Impact:
• Devs gain short-term savings on mid-tier GPUs.
• Enterprises enjoy cost predictability on H200/B200.

Outlook:
Selective tuning may continue; expect spot-driven offers, not broad shifts.
Market confidence + provider discipline remain strong.