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I just noticed that NVIDIA GPU rental prices have been skyrocketing recently. Every two months, prices jump by up to 48%, and currently, hourly GPU rental for the latest Blackwell chip has reached $4.08 per hour. The situation is that the AI industry is facing the most severe supply crisis in five years, so no one has enough computing resources.
As a result, major companies are also heavily affected. Anthropic has to run the Claude API with poor performance, and OpenAI, which processes twice as many tokens as last year, has had to shut down the Sora project. It's really a tough situation when hourly GPU rental prices keep rising without stopping.
Experts forecast that this imbalance will last at least until 2029. The Ornn Cost Index also confirms this trend. Overall, the GPU rental market is in extreme tension; anyone needing large computing resources should prepare a hefty budget.