As of October 15, 2026, on-demand rental prices for Blackwell Ultra (B300) GPUs have reached an all-time high for the seventeenth consecutive day. B300 rentals now cost between $7 and $10 per GPU-hour, compared to approximately $4.55 per hour in November 2025, representing a roughly 64% increase. The B300 hardware itself has gained nearly 40% in value over the past three months. According to Matthew Sigel, head of digital assets research at VanEck, this price surge is driven by strong demand for open-source models and supply constraints at Supermicro, which manufactures B300 systems. The evolution of Supermicro production remains the key factor to watch in determining whether this trend continues.
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