Tomasz Tunguz (Theory Ventures) · 2026-04-13
· 52d
GPU Scarcity and the End of Abundant AI: Five Hallmarks of Computing Constraints
As GPU demand dramatically outpaces supply, AI infrastructure costs are surging and access to state-of-the-art models is becoming restricted to well-capitalized companies. The era of abundant, affordable AI is ending, forcing developers to diversify across smaller models and alternative deployment strategies while infrastructure buildout catches up over years.
Metrics in this report
Anthropic Model Access Limit
40organizations
approximate
Number of organizations with access to Anthropic's newest model
Blackwell GPU Rental Price
4.08$/hour
current
Nvidia Blackwell GPU hourly rental rate
Blackwell GPU Rental Price Growth
48%
two-month change
Price increase from $2.75 to $4.08 per hour
CoreWeave Price Increase
20%
recent
GPU rental price increase at CoreWeave