people · May 14, 2026
Vultr CEO J.J. Kardwell Comments on Severe AI Compute Shortage
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Vultr CEO J.J. Kardwell addressed the AI compute shortage on May 13, 2026, calling it the worst in over five years. Customers now pay premium rates to secure capacity and commit to longer contracts amid Nvidia Blackwell GPU rental surges to $4.08 per hour. The shortage stems from agentic AI inference demands and TSMC's CoWoS-L packaging bottlenecks. Kardwell noted behavioral shifts in client procurement since early 2026.
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