Microsoft and Other Cloud Providers Tighten Grip on GPUs, Pressuring AI Customers

Microsoft and Other Cloud Providers Tighten Grip on GPUs, Pressuring AI Customers

By Aaron Holmes,Anissa Gardizy,Stephanie Palazzolo
Publication Date: 2026-04-24 13:00:00

AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles to their internal teams or bigger cloud customers, leaving smaller firms scrambling for the remaining servers at higher prices. The supply crunch is impacting …