A deepening shortage of Nvidia GPUs is forcing cloud providers to ration compute capacity and pushing AI startups to chase available chips wherever they can find them, with even fast-growing neocloud Nebius selling out after raising prices. The squeeze underscores how demand for Nvidia's accelerators—now spanning the newer Blackwell-generation B200 and B300 alongside Hopper-era H100 and H200 parts—continues to outrun supply across the industry.
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