Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI
AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles …LinkedIn:Aaron Holmes.
SCOOP: The great NVIDIA GPU crunch is back, as the AI coding boom leads Anthropic and OpenAI (and hyperscalers themselves) to hoard unprecedented amounts of chips, raising prices for everyone else. …
This piece is being framed as “proof there's massive demand for generative AI compute,” but has one insane stat: apparently startups have been paying around $3-per-GPU-per-hour for Blackwell, and only recently hit $4.80. — That is NOT PROFITABLE! — www.theinformation.com/arti…