B300 spot prices up 8% in a week: inside the compute arms race
Channel inventory is at a record low and the price index has climbed for five straight sessions. The AIXX market desk unpacks the supply crunch, the demand wave and the windows for buyers and sellers.
According to Tom's Hardware, NVIDIA B300 spot prices climbed about 8% over the past week, with the channel average for a single GPU approaching $32,800 — a record since launch. Several Asia-Pacific distributors confirmed that orders placed since late August already stretch into Q4, some on a cash-on-delivery basis.
Supply is the main driver. TSMC's CoWoS-L advanced packaging capacity is heavily booked by GB300 and the next-gen Rubin platform, shrinking B300 wafer allocations. Meanwhile SK hynix is switching HBM3e lines over to HBM4, tightening memory supply — pushing OEMs to pay up for spot units rather than wait in line.
Demand is equally hot. The four largest US cloud providers have raised 2027 capex guidance across the board, and inference workloads favor high-memory parts — making the 288GB B300 the hardest card to find. One buy-side estimate attributes two-thirds of new spot absorption to inference alone.
AIXX market desk note: after five straight up sessions, short-term volatility has widened. Buyers should verify inspection report grades and SN consistency before wiring balances, watch for remarketed or relabeled cards at elevated prices, and for cross-border deals insist on on-site inspection before final payment.
For holders of spot inventory, this is a rare selling window: AIXX inspectors provide worldwide on-site inspection with anti-counterfeit reports, helping sellers realize full value. All prices in this article are simulated sample data; actual trades are governed by platform inspection reports.