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GPU Compute Shortage and Price Surge in Early 2026

hearing the same SemiAnalysis (@SemiAnalysis_) GPU PRICE INCREASE ALERT: Finding GPU compute in early 2026 has been like trying to book the last flight out – high prices, almost no availability. Customers are fighting to pay $14/hr/GPU for p6-b200 spot instances in AWS, some Neocloud Giants no longer sell single nodes, H100s are getting renewed at the exact same rate they were signed at 2-3 years ago. (1/5)🧵 — https://nitter.net/SemiAnalysis_/status/2039729682677924250#m

→ View original post on X — @nathanbenaich, 2026-04-03 08:50 UTC