BREAKING
AWS GPU Crunch Opens Door for Rivals
Why Startups Are Switching
1
H100 demand surges
↓
2
AWS capacity limits
↓
3
Long wait times
↓
4
Move to neoclouds
0
%
AWS pricier, fixed GPU-hour
0
%
AWS pricier, real pricing
0
h
Mean time between failures
Three Rivals, Three Plays
Nebius
AWS of AI
●
Non-virtualized H100 + InfiniBand
●
12-min mean time to repair
●
200+ H100s at Revolut
Runpod
Flexible
●
Instant Clusters, Sept 2025
●
On-demand multi-node H100
●
No long-term commitments
Stopgap or Structural Shift?
The AI Cloud Race Reshuffles
AI NEWS BLITZ
An AWS GPU shortage is giving AI cloud rivals a real opening.