Frontier labs lock H100 supply

- Multiple frontier labs and cloud renters have effectively locked H100 (and equivalent) GPU allocations for 2026, tightening available supplier inventory. - Reports note rental prices are higher than three years ago and many projects face constrained allocations despite high demand. - Tighter H100 supply pushes labs toward longer booking horizons, heterogeneous hardware strategies, and rental‑vs‑purchase tradeoffs for inference capacity (x.com).