SemiAnalysis has published a new H100 one-year rental price index tracking GPU rental capacity as shortages continue to affect AI compute supply, according to the firm's latest report. The index is designed to give buyers and sellers a transparent benchmark for negotiating multi-month GPU leases in a market where spot prices have fluctuated sharply. Neocloud providers have emerged as significant players filling capacity gaps left by hyperscalers. The index is expected to increase pricing transparency for enterprises building out AI training and inference infrastructure.