Hardware
H100 price: down H200 price: down tokenmaxxing: dead RoI for most customers: AWOL you can’t defy gravity forever
Gary Marcus discusses declining prices for NVIDIA's H100 and H200 AI chips, suggesting that inflated valuations and returns on investment for AI hardware customers are becoming unsustainable as the ma
Gary Marcus discusses declining prices for NVIDIA's H100 and H200 AI chips, suggesting that inflated valuations and returns on investment for AI hardware customers are becoming unsustainable as the market corrects. The post implies that the AI industry's period of explosive growth and speculative excess ("tokenmaxxing") is ending as economic fundamentals reassert themselves.
Source: Gary Marcus (X) | 2026-05-28