Comment by tjwebbnorfolk
9 hours ago
Everyone says there's a massive compute shortage. But where is it showing up? For whom is there a shortage?
Every time I ask Claude to do something, it does it just fine. I never have to wait in any sort of queue that would be common in other kinds of shortages.
It's showing up for enterprises (and ISVs) who need capacity from cloud vendors and can't get it. Sometimes there are some GPU shapes available, but not always what you either need or want to pay for (e.g. a TPU vs a V100 vs a B300), and also not always in spot instances (frequently not).
The hyperscalers are all so oversubscribed that they require commits from enterprises so if you only have a transient need you might be out of luck [from your vendor of choice]. Additionally, not all GPU service providers are equal. Semi Analysis has some great articles explaining why.
But where is it showing up?
Pricing -- exactly where shortages show up in a free market economy.