For the first time since the 2000s, technology companies are confronting the limits of their supply chain. GPU rental prices for Nvidia’s Blackwell chips hit $4.08 per hour this week, up 48% from $2.75 just two months ago.1 CoreWeave raised prices 20% & extended minimum contracts from one year to three.1 “We’re making some very tough trades at the moment on things we’re not pursuing because we don’t have enough compute.” - Sarah Friar, OpenAI CFO1 This scarcity is already reshaping access. Anthr...