NVIDIA GPU Rental Prices Surge 48% in 2 Months

Summary

NVIDIA Blackwell GPU rental reaches $4.08/hour, up 48% in 2 months. Chinese cloud vendors follow with price hikes, Zhipu API up 83% in Q1.

Key Takeaways

ORNn data: Blackwell rental $4.08/hour vs $2.75 two months ago. Chinese cloud price hikes: Alibaba/Baidu +5-34%, Tencent +5%, Zhipu API Q1 +83%.

Why It Matters

GPU supply-demand gap widening. Compute pricing power concentrating among top cloud vendors. Enterprise AI cost pressure intensifying.

PRO Decision

Vendors: Lock in long-term GPU supply contracts. Enterprises: Evaluate compute cost optimization strategies. Investors: Monitor GPU supply chain and alternatives.