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
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…