The gpu rental market just split in two. us spot compute now runs about twice the price of…
the gpu rental market just split in two. us spot compute now runs about twice the price of long-term contracts, per oct 11 reporting, with goldman projecting spacex's capacity alone growing from 1.4 to 7 gigawatts by 2027.
the instant price now tells a different story than the committed one.
Context
Verified event date: reporting on Oct 10 and 11, 2026 cites a Goldman Sachs chart in its SpaceX note: annualized revenue per gigawatt is $40-50 billion for short-term spot leasing against $20-30 billion for long-term contracts.
The same reporting gives Goldman's forecast for SpaceX computing capacity as 1.4 GW in Q2 2026, about 7 GW by the end of 2027 and roughly 10.6 GW by the end of 2028, and says Goldman expects the spot premium to fade once capacity catches up.
The roughly two-to-one gap, the 1.4 GW starting point and the 7 GW by 2027 match the reports. Those reports date the Goldman chart Oct 10 and the stories Oct 10 and 11, so 'oct 11 reporting' holds. The post says spot is about twice 'long-term contracts' for 'us spot compute'; the reports describe annualized revenue per gigawatt, not a per-GPU-hour price. 'The instant price now tells a different story' is the author's.
'the gpu rental market just split in two' is the author's opinion.
Related work
Watch next
- Find Goldman's own note, since these are secondary reports of its chart.
Sources
- Bitget News, Oct 11, 2026bitget.com
- Stockscreener, Oct 11, 2026stockscreener.finance
- The Clarity, Oct 10, 2026theclarity.today
Provenance
The note above is reproduced unedited from the original post, first published on Threads on 11 October 2026 at 09:53 IST. Sources are the papers and datasets the note draws on.
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