--- title: "Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and Highly Rentable'" type: "News" locale: "en" url: "https://longbridge.com/en/news/298260227.md" description: "Nvidia CEO Jensen Huang asserts that AI compute hardware, including the three-year-old H100 chip, is a 'productive, revenue-generating asset' due to rising rental prices. Despite conventional depreciation models, H100 rental rates increased 22% monthly to $3.28/hour. This supports Nvidia's strategy to treat GPUs as financeable infrastructure, backed by partnerships with major financial firms for $500 billion in AI financing. However, analysts warn of potential risks from China's growing domestic AI capacity and accounting concerns." datetime: "2026-09-08T05:44:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/298260227.md) - [en](https://longbridge.com/en/news/298260227.md) - [zh-HK](https://longbridge.com/zh-HK/news/298260227.md) generator: "portal-rs" --- # Nvidia's 3-Year-Old H100 Chip Is Still Getting the Market to Pay Up, Jensen Huang Says Compute Is 'Fungible, Durable and Highly Rentable' On Monday, **Nvidia Corp** (NASDAQ:NVDA) CEO **Jensen Huang** doubled down on his view that AI computing hardware is becoming a valuable, financeable asset as rental prices for the company’s older **H100** GPUs continue to climb. ## **Huang Calls Nvidia Compute a ‘Revenue-Generating Asset’** "NVIDIA compute is fungible, durable and highly rentable," Huang wrote in a post on **X**. "It is a productive, revenue-generating asset." > NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset. https://t.co/cvmjaNoiK8 > > — Jensen Huang (@JensenHuang) September 8, 2026 His comments came in response to **Ornn Exchange**, which said its Compute Price Index showed the rental price for Nvidia’s three-year-old H100 had climbed 22% in a month to $3.28 per hour. > The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour. > > Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead. pic.twitter.com/TNSqgys3vx > > — Ornn (@OrnnExchange) September 7, 2026 The increase is notable because conventional depreciation models generally assume that older hardware loses value over time. Strong demand for AI computing, however, is helping some Nvidia GPUs maintain or even increase their rental economics. **Read Also:Nvidia Isn't Just Buying Hugging Face—It's Expanding AI's Front Door** ## **Nvidia Wants Wall Street to Treat AI Chips Like Infrastructure** Huang’s comments build on Nvidia’s broader push to turn AI compute into an investable asset class. In August, Nvidia announced partnerships with **Apollo Global Management** (NYSE:APO), **BlackRock Inc.** (NYSE:BLK), **Blackstone Inc.** (NYSE:BX), **Brookfield Asset Managemen**t (NYSE:BAM), **Goldman Sachs** (NYSE:GS) and **KKR & Co. Inc.** (NYSE:KKR) to help mobilize more than $500 billion in financing for AI infrastructure. The initiative is designed to help AI labs, hyperscalers and enterprises finance data centers and Nvidia hardware using institutional and private capital. ## **Why Rising H100 Rental Prices Matter** The economics matter for Nvidia’s financing strategy. If GPUs can consistently generate revenue through rentals, investors and lenders can potentially assess them more like productive infrastructure than conventional depreciating equipment. However, **Ben Emons**, founder of **FedWatch Advisors**, views China as the biggest threat to Huang’s push.  In August, Emons cautioned that China’s rapidly growing domestic AI computing capacity could eventually flood the market with cheaper chips, sparking a price war that could weaken the value of Nvidia GPUs used as collateral. Last year, legendary short-seller **Jim Chanos** warned that a critical accounting issue involving Nvidia chips could pose a "massive financial risk" to companies aggressively investing in the sector. **Price Action:** Nvidia shares closed at $230.36 on Friday, up 0.84%, but fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro. According to **Benzinga Edge Rankings**, Nvidia ranks in the **99th percentile for growth**, while maintaining positive short-, medium- and long-term price trend ratings. Compare its performance with industry peers like AMD through Benzinga’s stock screener. ***Disclaimer*:** *This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.* **Read Also:Tokenized Nvidia and Tesla Are Becoming Trending Crypto Trades, CoinMarketCap Says** *Photo Courtesy: glen photo on Shutterstock.com* ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [APO.US](https://longbridge.com/en/quote/APO.US.md) - [BLK.US](https://longbridge.com/en/quote/BLK.US.md) - [BX.US](https://longbridge.com/en/quote/BX.US.md) - [BAM.US](https://longbridge.com/en/quote/BAM.US.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [KKR.US](https://longbridge.com/en/quote/KKR.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [APO-A.US](https://longbridge.com/en/quote/APO-A.US.md) - [APOS.US](https://longbridge.com/en/quote/APOS.US.md) - [BTX.US](https://longbridge.com/en/quote/BTX.US.md) - [BIT.RT*.US](https://longbridge.com/en/quote/BIT.RT*.US.md) - [BDJ.US](https://longbridge.com/en/quote/BDJ.US.md) - [BSTZ.US](https://longbridge.com/en/quote/BSTZ.US.md) - [BIT.RT.US](https://longbridge.com/en/quote/BIT.RT.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) - [KKRS.US](https://longbridge.com/en/quote/KKRS.US.md) - [KKR-D.US](https://longbridge.com/en/quote/KKR-D.US.md) - [KKRT.US](https://longbridge.com/en/quote/KKRT.US.md) ## Related News & Research - [Jensen Huang Calls Nvidia Chips a 'Revenue-Generating Asset' as Older H100 Rentals Reach $3.28 an Hour](https://longbridge.com/en/news/298295419.md) - [Myriad Asset Management Advisors LLC Acquires 6,501 Shares of NVIDIA Corporation $NVDA](https://longbridge.com/en/news/298127631.md) - [NVIDIA Buys Hugging Face, the Heart of Open-Source AI](https://longbridge.com/en/news/297939652.md) - [Nvidia Reportedly Nears $14 Bln Deal To Buy AI Startup Hugging Face](https://longbridge.com/en/news/297736097.md) - [Spain's iPronics raises $125 million from Nvidia, others for data center networking chips](https://longbridge.com/en/news/297781745.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**