Daniel Painter on how a single open-source release moves the hardware market: "Literally the week that DeepSeek V4 dropped, the market tightness of H100s went up over 200% in less than a day. And then for the next month or two, the rental rates for H100s increased about 1% to 2% a day." "In just the week after, the one-year lease rate jumped up over 20% from the data we saw. That was an immediate repricing." "If you're in procurement at any AI company, or any company that just touches…