The GPU shortage isn’t really a shortage.

It’s a queue.

And the biggest buyers already skipped it.

Everyone else gets the leftovers, a markup and a long lease.

Good thing there’s a shorter line. Compute that’s already built, already running, and priced for the people who actually build.

http://io.net. AI for the many, not the few.

https://io.net/blog/the-ai-oligopoly-four-companies-control-90-of-global-gpu-comput