BREAKING
AWS GPU Crunch Opens Cloud Race
How the Shift Happens
1
H100/H200 shortage
↓
2
AWS rations GPUs
↓
3
Wait times, caps
↓
4
Startups switch
Three Challengers Emerge
Together AI
NVIDIA Partner
●
H100 clusters
●
GB200 NVL72 access
●
Up to 36,000 GPUs
Runpod
Flexible
●
30+ GPU types
●
Per-second billing
●
Instant provisioning
H100 On-Demand $/hr
Together AI
6.79
Runpod
2.99
Nebius
7.15
0
GW
Nvidia systems by decade end
0
B
UK data center investment
0
MW
Blackwell Ultra by 2027
Shortage Reshapes Cloud Market
AI NEWS BLITZ
An Nvidia GPU shortage at AWS is pushing AI startups toward specialized cloud providers.