Inside Nvidia’s GPU Supply Crunch

The Information · Beginner ·📰 AI News & Updates ·2mo ago

Key Takeaways

Explains Nvidia's GPU supply crunch and its impact on cloud providers and startups

Original Description

Cloud Reporter Anissa Gardizy and Microsoft Reporter Aaron Holmes explains why large cloud providers like Microsoft are hoarding GPUs for teams like OpenAI and Anthropic. She breaks down why startups have lost all bargaining power in the latest supply crunch. Read more: https://www.theinformation.com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuation Subscribe: https://www.theinformation.com/subscribe_youtube The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/
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