Chapter 12, claim 5, the third fleet reading, resale

The test. A bulk sale of the first H100s, delivered in 2022 and five years old by the end of 2027, clearing at a quarter or more of launch price weakens the claim. A fleet clearing below 15 percent is the named channel opening. With no such sale by 31 December 2027, the reading is set aside as unscored.

unscored Unscored. No fleet has cleared in public. Twelve eBay listings of single H100s sold second-hand in the ninety days to 31 August 2026 at a median of 45 percent of a reconstructed launch price.

From The AI Compute Race. Read the book

Falls due

31 December 2027

Read on

A bulk sale, against the reconstructed launch price

Chapter

Chapter 12 — Cross-Examination

The book’s own thesis put on trial: five claims, each scored against the record and given a dated test that could prove it wrong.

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@misc{dryburgh-chapter-12-claim-5-the-third-fleet-readi-2026,
  author = {Dryburgh, Lee S.},
  title = {{Chapter 12, claim 5, the third fleet reading, resale}},
  howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
  year = {2026},
  url = {https://dryburgh.com/vol1/tests/2027-30},
  note = {Accessed 2026-11-01}
}