Surya Rajamani

AI Research Report

JAN 2026 - FULL RESEARCH REPORT
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Infrastructure & Compute Reality
H100 GPU Spot Price
$22,500 ▼ (-10%)
Training Compute (FLOPs)
10^26 ▲ 4x Y/Y
Avg. Cluster Size
32k GPUs ▲
Energy Density
40kW/Rack High