BREAKING
Nvidia GPU Crunch Forces Rationing
How the Squeeze Spread
1
Hyperscalers pre-book Blackwell
↓
2
Spot supply thins
↓
3
Startups chase chips
↓
4
Neoclouds capture demand
0
$/hr
H100 before
0
$/hr
H100 after
0
%
preemptible rise
Nebius On-Demand GPU Rates
H100
3.85
H200
4.5
B200
7.15
B300
7.85
0
CoWoS booked to
0
wk
lead time low
0
wk
lead time high
Scarcity, Not Abundance
AI NEWS BLITZ
A deepening Nvidia GPU shortage is forcing cloud providers to ration compute capacity.