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GPU rental prices have doubled since January 2026, creating a 'covid of compute' scenario where researchers face scarcity and soaring costs.
The article argues that AI training is becoming dramatically more accessible, allowing small teams and individuals to train specialized models without large infrastructure, marking a shift from corporate-dominated AI to niche-focused development.
According to a SpaceX prospectus, Anthropic is paying $1.25 billion per month ($15 billion annually) for compute capacity on SpaceX's Colossus 1 and Colossus 2 supercomputers, far exceeding previously reported estimates and indicating a hefty premium for AI compute.