GPU Rental Costs Surge: Blackwell Clusters Up 60% in Six Months
Alec_Coughlin · x · 2026-08-05
Investor Gavin suggests hyperscalers are currently under-earning. He shared an anecdote of a high-profile startup renting a cluster of several thousand Blackwells at just over $2 per GPU hour.
Surprisingly, seven months later, they expect to pay just under $4. This indicates that GPU rental prices have unexpectedly surged 50-60% over the past six months, contrary to the anticipated gentle decline.
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