Nobody is Immune From the Nvidia GPU Crunch

Earlier this week, I wrote about startups moving some of their workloads from Amazon Web Services and other traditional cloud providers to young challengers such as Nebius. That’s in part because startups are having trouble getting the Nvidia chips they need on AWS, sometimes because those chips are only available in too expensive packages.

Capacity can be so scarce that an Nvidia representative told one small AI startup it should rent spare GPUs from a facility associated with the Qatari government, an executive at the startup told us.