GPU prices for AI chips surge 48% in two months as major tech companies face compute scarcity for the first time in over a decade.

Nvidia Blackwell GPU rental prices jumped to $4.08/hour from $2.75 two months ago, while CoreWeave raised prices 20% and extended minimum contracts to three years

OpenAI CFO Sarah Friar admits the company is making 'very tough trades' on projects it cannot pursue due to insufficient compute resources

Access to cutting-edge AI models is becoming gatekept—Anthropic limited its newest model to roughly 40 organizations for capacity and security reasons

Startups face particularly challenging conditions as relationship-based selling and willingness-to-pay become key factors in accessing state-of-the-art AI models