GPU rental prices rose by more than 25 percent in six months
GPU rental prices have surged by more than 25% over the past six months as major cloud providers like Microsoft and Amazon prioritize tech giants and internal AI projects. This supply crunch has left small and medium-sized startups facing month-long wait times, with industry experts predicting the chip shortage will persist until at least late 2026. Consequently, high entry barriers and strict contract requirements are forcing some companies to bypass cloud providers and invest in building their own private computing infrastructure.
Major cloud providers such as "Microsoft", "Amazon" and "CoreWeave" have reserved graphics processing unit (GPU) capacities primarily for "Anthropic", "OpenAI" and their own internal projects. This situation has caused small and medium-sized artificial intelligence startups to remain in queues for several months. 3dnews.ru reports on this.
Due to the shortage of computing resources, rental rates have increased by more than 25 percent over the last six months. According to "Azure" data, the chip deficit is expected to continue until at least the end of 2026.
Currently, many startups cite the GPU shortage as the primary obstacle to their development.
A three-tier hierarchy for GPU allocation has been implemented in the "Microsoft" system, in which large customers have priority. To rent the new "Blackwell" chips, a customer must order at least 1,000 units and sign a long-term contract worth tens of millions of dollars.
As the market situation worsens, some startups are moving toward building their own infrastructure. For instance, the company "Collide" announced it would invest $500,000 to create its own private computing cluster to avoid dependency on external providers.
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