Index127.5
2026-08-12 02:42 UTC · 186 obs today · 16 providers

The anatomy of a AMD Instinct MI300X-hour

One AMD Instinct MI300X rents for $2.69 per hour today. This is where that money goes — the parts that can be sourced, and the residual that can’t.

Anatomy: why it costs this

Everything that has to exist before one Instinct MI300X-hour can be rented — then the arithmetic on the parts that can be priced honestly.

The foundry. Nearly every datacenter GPU is fabbed here — the tightest bottleneck in the chain.TSMC5nm + 6nm chiplets process · …The memory feeding this SKU — for HBM parts, the second great bottleneck.SK hynix · Micron · Samsu…HBM3 · 192 GBDesign and the software moat — and most of the margin in the whole chain.AMDGPU design & softwareHow this silicon becomes a rentable machine.Supermicro · Dell · LenovoOAM/UBB 8-GPU platformsFleets are financed; capital recovery is the largest slice of the hourly price.Capital marketsdebt & equityColo and hyperscale facilities; PUE lives here.Data centersland · shell · coolingGrid electricity including cooling overhead (PUE) — priced on the cost stack below.Power gridkWh per GPU-hourEvaporative-cooling upper bound — environmentally real, economically small.Waterliters per GPU-hourThe providers listing this SKU right now — the layer this site prices hourly.Clouds & marketplacesRunPod · Hot AisleThe number this site tracks.You$2.69/GPU-hr median
Electricity$0.10/hr3.7%1.16 kWh from the grid
Water (upper bound)$0.007/hr0.3%≤ 1.4 L, priced high on purpose
Capital · facility · network · staff · margin$2.58/hr96.0%everything the operating inputs don't explain

Power basis: vendor GPU TDP only — full-server draw runs meaningfully higher × PUE 1.54 × 8.71¢/kWh (1.16 kWh from the grid). Water bounded at 1.8 L/kWh and $5/m³ — deliberately high. The residual is hardware amortization, facility, staff, and margin — presented as a residual because vendors don’t publish server street prices, and we don’t print numbers we can’t stand behind.

Verified inputs & sources

AMD Instinct MI300X prices, providers and history