BREAKING
AWS GPU Shortage Opens Door for Rivals
Why Startups Are Leaving
1
Long waiting queues
↓
2
Tight GPU quotas
↓
3
Limited H100 access
↓
4
Turn to neoclouds
How the Challengers Compete
Runpod
Granularity
●
30+ GPU SKUs
●
Per-second billing
●
Low entry prices
Nebius
Scale
●
NVIDIA partnership
●
Startup-heavy revenue
●
Competitive pricing
0
$/hr
On demand
0
$/hr
Reserved
0
B
Valuation talks
0
GW
NVIDIA by 2030
0
B
UK investment
0
%
Below AWS H100
Availability Over Familiarity
AI NEWS BLITZ
An NVIDIA GPU crunch at AWS is pushing AI startups toward specialized cloud providers.