GPU rental rates rise while US electrical-equipment capacity falls

a16z, citing Ornn Data, reports that every GPU model in the tracked series, including the older A100, costs more to rent than at the start of 2026. It says current rental prices stand 9% to 143% above what a straight-line six-year depreciation schedule would imply. Separately, a16z says US electrical-equipment factory capacity has fallen 9% since 2019 while prices have risen 69%, highlighting a constraint on powering AI data centers.