Compute pressure and GPU rents

Multiple reports say the AI industry is straining GPU capacity, with outages and rationing as demand for agentic AI rises, and Blackwell GPU hourly rental prices jumping to $4.08 — a 48% rise from $2.75 two months ago. The coverage links outages, rationing and price spikes to surging inference and agent workloads across providers. (the-decoder.com, alltoc.com, intellectia.ai)