$RENDER
Render Network reported negative GPU supply in Q2 2026, its first shortage since 2018, with AI workloads now making up 35–40% of activity. That is a genuine demand signal. The bear case is that GPU capacity can be added quickly, and decentralized networks still compete with centralized cloud providers on reliability.
Render Network reported negative GPU supply in Q2 2026, its first shortage since 2018, with AI workloads now making up 35–40% of activity. That is a genuine demand signal. The bear case is that GPU capacity can be added quickly, and decentralized networks still compete with centralized cloud providers on reliability.