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Nvidia GPU Demand Remains Red Hot Despite Cloud Provider Shortcomings
Nvidia's GPU demand has become so intense that even cloud providers with subpar infrastructure are selling out at premium prices.
A recent report by SemiAnalysis found that buyers are willing to pay steep margins for compute power, even if the provider's Kubernetes software is 'completely broken' and storage barely works.
The market has been described as experiencing 'ridiculous backwardation,' with customers paying up to wait just weeks for compute availability, rather than months.