There's a run on compute markets brewing, renewing GPU shortages as AI demand is up only.
As centralized providers reprice higher, the unit economics of decentralized compute grow stronger to sustain a competitive cost basis so startups don't have to pass costs to their users.
AWS raising GPU prices 20% is a positive indicator for hyperscale ROICs and as a general AI demand signal.
It also highlights an advantage $AMZN has, with (by far) the largest installed base of 3P cloud infrastructure, now re-pricing to market rates. Returns on legacy
