GPU Compute Tightness Signals Strong Demand RepricingCoreWeave, Inc. Class ABATS:CRWVWhaleTJAccording to the latest data from SemiAnalysis, one-year lease rates for H100 GPUs have surged from a low of $1.70/hour in October 2025 to $2.35/hour by March, marking an increase of nearly 40%. The GPU compute market in early 2026 has reached extreme tightness—akin to a “last flight out” scenario—where on-demand capacity is fully booked, and existing clients are willing to absorb higher costs rather than release secured resources.