[great_psy]

Is this an indication of the peak of the AI bubble ?

In a way this is saying that there are some GPUs just sitting around so they would rather get 50% than nothing for their use.

[graeme]

Seems more like electricity pricing, which has peak and offpeak pricing for most business customers.

To handle peak daily load you need capacity that goes unused in offpeak hours.

[reasonableklout]

Why do you think that this means "idle GPU" rather than a company recognizing a growing need and allocating resources toward it?

It's cheaper because it's a different market with different needs which can be served by systems optimizing for throughput instead latency. Feels like you're looking for something that's not there.