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.

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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