Dwarkesh Patel: GPU computing power rental may increase by more than 10 times in the next few years

AI podcast host Dwarkesh Patel predicts that GPU computing power rental may increase by more than 10 times in the next few years. The one-year rent for H100 has increased from $1.70 per hour in October 2025 to $2.35 per hour in March 2026, an increase of nearly 40%. Epoch AI estimates that global AI computing power will increase by about three times by 2025, but the demand for computing power in top laboratories will grow even faster.