Liz Thomas, Head of Investment Strategy at SoFi, posted on X, highlighting the impact of agentic AI on GPU pricing. The rental rates for H100 (Hopper) GPUs have increased by 6% this year and 20% since November. Meanwhile, the declining trend in B200 (Blackwell) GPU rates appears to have stabilized. This shift in pricing reflects the growing demand and influence of agentic AI technologies in the market.