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🔥GPU shortage repeats: Microsoft and other cloud providers tighten supply—AI startups see a 32% jump in chip rental prices and still have to queue until the end of the year
According to Beating monitoring, multiple AI startups report that cloud providers such as Microsoft and Amazon are concentrating GPU computing capacity on internal teams and major customers (OpenAI, Anthropic). As a result, small and mid-sized clients face higher prices, longer waiting times, and more stringent contract terms. Recently, Microsoft Azure sales management told employees that GPU wait times for cloud customers are expected to continue until the end of 2026.
Specific case: Image generation startup Krea (funding $8300 万, investors include Andreessen and Bain Capital Ventures) rented it at $2.80 per card per hour half a year ago for a…