Persistent AI demand continues to absorb RTX 5090 supply, with retail shortages and resale prices exceeding $6,000 driving rental rates to a September median near $0.67 per GPU-hour across providers like Vast.ai and RunPod. Spot and community tiers remain lower at $0.25–$0.40, while on-demand secure options sit at $0.68–$0.99. Memory supply tightening, including Micron’s GDDR7 phase-out, and ongoing hyperscaler preference for consumer-grade Blackwell cards sustain upward pressure. Over the next two months, outcomes hinge on whether production ramps or diverted inventory ease constraints versus sustained inference workloads keeping prices above $0.70 or allowing dips below $0.60 amid seasonal demand shifts.