Category: GPU markets

The surge in AI workloads has left Nvidia GPUs in short supply, forcing firms to broaden how they obtain compute power. Cloud giants such as Amazon, Microsoft and Google remain key distributors, but a growing patchwork of “neoclouds”…

The GPU market is now a full‑scale financial asset class, with Wall Street creating loans, insurance and futures tied to Nvidia’s chips, while Nvidia and partners are raising over $500 billion to fund AI infrastructure. Demand for GPUs is…