Supply constraints on NVIDIA's Blackwell architecture and sustained AI demand are anchoring RTX 5090 rental prices near $0.45–$0.55 per hour at month-end. Traders see limited production ramp-up through summer combined with strong interest from inference workloads and gaming enthusiasts as the main supports for the leading $0.45–$0.50 outcome. Any faster-than-expected yield improvements or softer enterprise uptake could push quotes toward the $0.40–$0.45 bucket, while continued shortages or new large-language-model training runs would favor the $0.50–$0.55 range. The market reflects skin-in-the-game consensus on these near-term supply-demand dynamics ahead of typical late-summer availability updates.