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Computing Power “Strictly Stratified”? Big Companies Prioritize Internal Supply, Small Companies Have Nothing to Work With, Silicon Valley Faces a New Wave of GPU “Supply Cutoff”

Computing Power “Strictly Stratified”? Big Companies Prioritize Internal Supply, Small Companies Have Nothing to Work With, Silicon Valley Faces a New Wave of GPU “Supply Cutoff”

Microsoft, Amazon, and other cloud giants are prioritizing internal teams and major clients for NVIDIA GPU allocation, leaving small and medium AI startups in a situation where "chips are hard to obtain." The battle for computing resources is sparking a new round of structural crisis in Silicon Valley.