Date: November 8th, 2026 10:49 PM Author: The Penis
Yes there is a current shortage, it isnt just demand forecasts. Interestingly enough there still might be an investment bubble because part of whats driving building more is based on demand forecasts that could potentially still be too optimistic.
Date: November 8th, 2026 11:05 PM Author: The Penis
Frontier ai labs operating at Scale who need to find thousands of accelerators. Open ai is operating across like 5 cloud providers. Their main contract is with Azure, but they rely on AWS and oracle too and some other specialized providers for certain things. For smaller companies it can be an issue too, not as big because they don’t need as much but you have to look across a bunch of different data centers for availability for things like h100, h200 and have to request access from customer service.
It seems extremely unlikely that "Frontier ai labs operating at Scale" are sacrificing their R&D capacity to ensure that consumers have sufficient capacity to make AI girlfriends and "employed cats" videos.
Date: November 8th, 2026 10:54 PM Author: The Penis
Btw the current shortage only really applies to massive ai companies. But even for small companies you start on AWS and azure with a GPU capacity of 0, compared to cpu compute you can just deploy. You have to put in a request and talk to customer service just to deploy a tiny vm of GPU.