The beginning of scarcity in AI
Technology companies are facing supply chain limits for the first time since the 2000s, leading to a 48% increase in GPU rental prices for Nvidia’s Blackwell chips, now at $4.08 per hour. CoreWeave has raised prices by 20% and extended minimum contracts from one year to three, while OpenAI's CFO, Sarah Friar, indicated that compute shortages are forcing difficult decisions on project priorities.
tomtunguz.com
1 min
6d ago
The beginning of scarcity in AI
Technology companies are facing supply chain limits for the first time since the 2000s, leading to a 48% increase in GPU rental prices for Nvidia’s Blackwell chips, now at $4.08 per hour. CoreWeave has raised prices by 20% and extended minimum contracts from one year to three, while OpenAI's CFO, Sarah Friar, indicated that compute shortages are forcing difficult decisions on project priorities.
tomtunguz.com
1 min
6d ago
The beginning of scarcity in AI
Technology companies are facing supply chain limits for the first time since the 2000s, leading to a 48% increase in GPU rental prices for Nvidia’s Blackwell chips, now at $4.08 per hour. CoreWeave has raised prices by 20% and extended minimum contracts from one year to three, while OpenAI's CFO, Sarah Friar, indicated that compute shortages are forcing difficult decisions on project priorities.
tomtunguz.com
1 min
6d ago
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