Getting outbid isn't quite the same as rationing. AI firms need money to outbid you, which means they depend on investors buying what they're selling. Rationing is something a government can do by fiat, without spending money.
The problem with price-rationing is precisely those priorities determined by wealthy investors. If Nana is on a fixed income and electricity prices go up in the summer, then prices dictate that Nana must sweat so that Zucc can tokenmaxx. You are free to say that it isn't rationing, that markets completely sever the link of culpability between those who drive prices up and those who are priced out, but everyone else is free to be unimpressed by such word games and stretched arguments.