Microsoft providers divert Nvidia GPUs from AI startups
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- Microsoft redirects Nvidia GPU inventory to its own AI projects and to large customers such as OpenAI, cutting off capacity for smaller startups.
- OpenAI secures priority access to Nvidia GPUs, fueling its rollout of enterprise coding tools built on Codex updates.
- Nvidia expands its AI portfolio with quantum‑focused Ising models launched on April 1, while demand for its GPUs spikes from big cloud customers.
- Startups report difficulty obtaining GPU capacity, delaying product launches and forcing them to seek alternative compute sources.
- Azure allocates GPU resources to internal teams, reflecting a broader shift toward in‑house AI development.
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