Since the dawn of the new year, AI behemoths like Anthropic and ByteDance have rolled out blockbuster applications. Coupled with the "Lobster" craze fueling a spike in demand for open-source large models, the leasing market price for NVIDIA H100 chips has taken off. Launched in March 2022 and hitting the shelves in autumn, the chip's leasing rate dipped to a low of $1.7 per hour in October 2025, only to climb to $2.35 per hour by March 2026—a nearly 40% hike. According to a SemiAnalysis report, GPU computing power on-demand is completely sold out across all GPU variants, with customers holding tight to their locked computing resources. Thanks to the robust demand, the delivery timeline for Blackwell chips has stretched to 6-7 months, further stoking demand for the H100. The surge in computing power needs is mainly attributed to the ascent of native media generation and multi-agent workloads, propelling a notable uptick in token usage and computing power consumption.