The 2026 GPU Shortage Crisis
In this episode of "Full Tech Ahead," host Amanda Razani interviews Stefaan Vervaet, co-founder and CEO of Akave. They discuss the major shifts in AI infrastructure, specifically the rise of "Neo Clouds"—specialized GPU-as-a-service providers and compute marketplaces that decentralize compute away from traditional hyperscalers.
Vervaet highlights that acute GPU shortages and soaring compute/storage costs are forcing enterprises to navigate tight contract commitments (1 to 3 years) for high-end chips like NVIDIA B200s and B300s.
A primary bottleneck in this multi-cloud environment is data…
The skinny
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