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AWS said yes. Then: 12-month commit, 24/7 utilization.

GCP said yes. Then: request access, waitlist.

Digital Ocean said yes. Then: sold out.

Lambda. Coreweave. Every smaller provider. 

Same answer in different words.

I am still calling sales reps. I will get my spot.

But here is what I did not know a week ago.

We are in a severe chip shortage.

Datacenters take 2-3 years to build.

The energy to power them takes 4-5 years to bring online.

You cannot buy your way out of physics.

The people hoarding GPUs six months ago looked insane.

They were smarter than the people who hoarded toilet paper before COVID.

Toilet paper came back in two weeks.

The GPUs are not coming back.</p>
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