<p>➀ The AI industry's annual revenue exceeds $600 billion, which is enough to pay for data centers and AI infrastructure such as GPU cards. However, the spending on GPU infrastructure is still controversial.</p><p>➁ The rise and fall of the H100 GPU market, from its initial leasing price of $4.70/hour to the current price of less than $2/hour, indicates a potential bubble in the GPU market.</p><p>➂ The author suggests that users should rent rather than buy computing power when needed, as the market is oversupplied with H100 computing power.</p>