AGPU: Bullish On Two-Tier GPU Compute Split

B200 rentals jumped 17.8% last month while H200 rentals rose 8.7%, even as workstation GPU prices declined, widening the split that fuels bullish AGPU price prediction views. Axe Compute targets scarce high-end capacity across GPUs and regions as AI industry impact grows and workloads fragment. This dynamic underscores two-tier enterprise vs commodity GPU compute market trends where newest enterprise silicon stays expensive and commodity hardware gets cheaper.