gpu-scarcity

Suhail reports zero availability of B200 GPUs across 13 providers, with prices heading toward $6.50-7/gpu/hr and warns that inference will get more expensive.

The article examines the growing compute shortage in AI, highlighting simultaneous bottlenecks across GPUs, memory, TSMC capacity, and power infrastructure, and how this scarcity is reshaping corporate strategy and market leadership.

The article analyzes the economics of AI, focusing on the war for GPU resources, contrasts human inference spikes with agentic continuous workloads, and argues that current infrastructure is optimized for human usage, not agentic inference, which is more demanding.