ME News reports that on April 13 (UTC+8), the AI industry is experiencing a comprehensive compute supply crisis, with GPU rental prices surging, services frequently going offline, products being canceled, and customers流失 simultaneously. The spot cloud rental price for NVIDIA’s latest Blackwell chips has risen to $4.08 per hour, up from $2.75 two months ago—a 48% increase. This data comes from Ornn’s Compute Price Index, which has recently been integrated into Bloomberg Terminal. Vultr’s CEO, J.J. Kardwell, said: “This is the most severe compute shortage I’ve seen in over five years of running this company. Data center construction cycles are too long; all electricity capacity available through 2026 has already been reserved.” Anthropic has been hit the hardest. As of April 8, Claude API’s 90-day uptime was 98.95%, below the industry standard of 99.99%. David Hsu, founder and CEO of the enterprise software development platform Retool, said he considers Opus 4.6 the best enterprise model but ultimately switched to OpenAI because “Anthropic has been constantly down.” In late March, Anthropic began limiting user token consumption between 5 a.m. and 11 a.m. Pacific Time on weekdays. Behind these frequent outages lies explosive growth: annualized revenue jumped from $9 billion at the end of 2025 to $14 billion in February and $30 billion in April—growth that is itself worsening the supply gap. OpenAI is also making tough trade-offs. API token processing volume rose from 6 billion per minute in October last year to 15 billion by the end of March. CFO Sarah Friar said: “I spend a lot of time hunting for every last bit of available compute; we’re making very painful trade-offs, and some projects have been abandoned due to insufficient compute.” Previously, OpenAI shut down its video generation app Sora, partly to reallocate chip resources to programming and enterprise products. GPU cloud provider CoreWeave raised prices by over 20% at the end of last year and began requiring mid- and small-sized customers to sign three-year contracts, up from one year. Bank of America analysts recently issued a “Buy” rating, expecting this supply-demand imbalance to persist until at least 2029. (Source: BlockBeats)
NVIDIA GPU rental prices surge 48% in two months amid the AI industry's worst compute shortage in five years
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Summary
NVIDIA GPU rental prices have risen 48% in two months, with Blackwell now at $4.08 per hour, according to Ornn’s index on the Bloomberg Terminal. Vultr CEO J.J. Kardwell called it the worst compute shortage in five years, with data center power for 2026 already fully booked. Anthropic and OpenAI are impacted, with Anthropic capping token usage and OpenAI pausing Sora. CoreWeave has raised prices by over 20% and now requires three-year contracts from small clients. Altcoins to watch may reflect market shifts as the Fear & Greed Index indicates growing uncertainty.
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