A Stackelberg Game Framework with Drainability Guardrails for Pricing and Scaling in Multi-Tenant GPU Cloud Platforms
arXiv:2604.16802
Abstract
Modern Graphics Processing Unit (GPU)-backed services must satisfy strict latency service-level objectives (SLOs) while controlling spare-capacity costs. In multi-tenant GPU cloud platforms, this trade-off is inherently dynamic because workload demand is endogenous; specifically, pricing shapes the submissions of heterogeneous tenants, which subsequently impact congestion and delay. We formulate the joint pricing-and-scaling problem as a large-population Stackelberg game problem, and we derive an explicit equilibrium demand map. The resulting closed-loop model reveals a structural failure mode in which delay-insensitive workloads sustain a residual demand floor, making the backlog undrainable under bounded price and service capacity. This observation motivates a computable drainability guardrail that certifies uniformly negative backlog drift in the residual-demand regime. For any fixed price-capacity pair satisfying the drainability guardrail, we establish global convergence to a unique operating point under a checkable step-size condition. Building on this fixed-pair analysis, we further develop an optimizer-agnostic action shield that provides a negative-drift certificate for shielded execution in the residual regime of the dynamic problem and show empirically that it improves safety and robustness for model-free reinforcement learning (RL) in this setting.
8 pages, 4 figures. Revised version incorporating reviewer feedback; added dynamic negative-drift guarantee, clarified assumptions, and updated experiments