GPU Prices Up 48% in Two Months. I Run LLMs in My Garage.

Tom Tunguz published a piece this week on GPU compute scarcity. The numbers are wild. The cloud GPU crisis Nvidia Blackwell rental: $4.08/hr. Two months ago it was $2.75. That's a 48% increase. CoreWeave raised prices 20% and extended minimum contracts from 1 year to 3 years. Anthropic restricted their newest model to roughly 40 organizations. OpenAI's CFO Sarah Friar: "We're making some very tough trades at the moment on things we're not pursuing because we don't have enough compute." Tunguz id