The AI industry is running out of compute, with outages, rationing, and rising GPU prices

THE DECODER / 4/13/2026

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Key Points

  • Surging demand for AI agents is straining limited compute capacity across the industry, leading to operational disruptions such as outages.

Surging demand for AI agents is colliding with limited compute capacity. Anthropic is struggling with outages, OpenAI announced the end of Sora, and GPU prices have jumped nearly 50 percent, according to market data.

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