--- title: "NVIDIA B200 Lease Rates Set to Double; New GPU Orders Backlogged Until Q2 Next Year" type: "News" locale: "en" url: "https://longbridge.com/en/news/290021547.md" description: "Tuhin Srivastava, CEO of AI inference infrastructure provider Baseten, revealed that its cloud service providers have notified the company of an approximately 94% increase in NVIDIA B200 GPU lease prices upon contract renewal in October. Meanwhile, the delivery lead time for purchasing 1,000 GPUs has stretched to 12–15 months. The combination of delivery bottlenecks and rising lease costs is driving a systemic increase in computing power expenses for AI inference" datetime: "2026-06-17T08:32:45.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290021547.md) - [en](https://longbridge.com/en/news/290021547.md) - [zh-HK](https://longbridge.com/zh-HK/news/290021547.md) --- # NVIDIA B200 Lease Rates Set to Double; New GPU Orders Backlogged Until Q2 Next Year The AI inference infrastructure market is facing significant cost and supply shocks. At a recent event hosted by prominent U.S. venture capital firm Altimeter, Tuhin Srivastava, CEO of AI inference infrastructure provider Baseten, disclosed that **its cloud service providers had given advance notice in May this year that the hourly lease rate for NVIDIA B200 GPUs would rise from the current $2.63 to $5.10 upon contract renewal in October, representing an increase of approximately 94%.** He emphasized that the key takeaway from this figure is not the absolute price level, but rather the extent of supply-demand imbalance it reflects—the fact that cloud providers proactively quoted prices months in advance indicates that buyers have little to no bargaining power amid persistent shortages in computing capacity. Meanwhile, tightness on the supply side shows no signs of easing. According to Tuhin Srivastava, **delivery schedules for purchases of 1,000 GPUs are now commonly pushed back to the second quarter of next year, with waiting periods reaching 12 to 15 months.** The combined effect of delivery bottlenecks and rising lease prices means that even if companies increase their spending, they will struggle to fill the computing power gap through procurement in the short term. Under the dual pressure of rising prices and supply constraints, the cost of AI inference is seeing a substantive increase. Founded in 2019 and headquartered in San Francisco, Baseten positions itself as a production-grade AI inference infrastructure provider. Its business covers model deployment, management, scaling, and monitoring, offering elastic scaling support for multi-cluster and multi-cloud environments, complemented by performance research and embedded AI engineering services. As of January 2026, the company has completed its Series D+ financing round and secured strategic investment from NVIDIA. Baseten CEO Tuhin Srivastava ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [SharonAI Raises $1.6 Billion to Expand NVIDIA AI Infrastructure](https://longbridge.com/en/news/290066574.md) - [Duos Technologies Secures Major GPU Financing for AI Expansion](https://longbridge.com/en/news/289471649.md) - [21:00 ETGIGABYTE AORUS GeForce RTX™ 50 Series AI BOX: potencia de PC y un ecosistema de IA accesible en portátiles Ultrabook](https://longbridge.com/en/news/289392616.md) - [Chip startup Tensordyne expects $200 million in orders for AI system to rival Nvidia](https://longbridge.com/en/news/289795764.md) - [Nvidia Supply Chain Gets A Boost As Coherent Expands Texas AI Manufacturing Facility](https://longbridge.com/en/news/290038332.md)