Data: AI computing power supply is tightening, Blackwell GPU hourly rental has increased by 48%

Ornn Compute Price Index data shows that the hourly rental price of NVIDIA Blackwell chips has risen from $2.75 two months ago to $4.08, an increase of 48%. In recent months, the demand for AI agents performing autonomous tasks such as programming and real estate viewing appointments has grown, prompting companies to intensify their acquisition of computing power. The OpenAI API's token usage per minute has increased from 6 billion in October last year to 15 billion in late March this year.

Anthropic began limiting user token usage during peak hours from 5 PM to 11 PM Pacific Time on weekdays in late March. CoreWeave raised service prices by over 20% at the end of last year and required smaller clients to sign service contracts of at least three years, up from a previous contract term of one year. OpenAI Chief Financial Officer Sarah Friar stated that due to insufficient computing power, the company is abandoning some projects.