A financial analyst compares GPU pricing dynamics to Ricardo's economic theory of land scarcity, noting that the NVIDIA B200 chip's price rose 3.5x from $2.31 to $8.11 per GPU-hour between March and September 2026 as supply constraints tightened despite no hardware changes. The B300 successor now faces similar market dynamics, with pricing suggesting it may experience comparable scarcity-driven appreciation as allocation shifts and inference workloads lock in capacity.