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GPU Shortage 2.0: When Renting GPUs Is Harder Than Renting an Apartment—H100 Rates Up 40% in Six Months
SemiAnalysis examines the 2026 GPU rental crunch: H100 one-year lease rates jumped from $1.70 to $2.35 per GPU-hour, on-demand capacity sold out, and Blackwell deployments filled through September as a self-reinforcing shortage took hold.