The state of AI cloud infrastructure
IO ·
For infrastructure decision-makers at both startups and growing companies, the GPU landscape of 2026 looks nothing like it did even last year. The mad dash for GPU capacity has now matured into a $140B+ global market defined by architectural diversity, pricing pressure, and a fundamental reevaluation of how compute should be provisioned. As these three forces converge, we are seeing GPU supply expand. While hyperscaler buildouts capture a lot of attention, there has also been a rise in decentr
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