GPU短缺重演：微软、亚马逊等云厂商收紧供给，AI初创租芯片涨价32%还要排队到年底！
多家 AI 初创公司反映，微软、亚马逊等云厂商正将 GPU 算力向内部团队和大客户（OpenAI、Anthropic）集中，中小客户面临涨价、长等候和更苛刻的合同条款。微软 Azure 销售管理层近期告知员工，云客户的 GPU 等候时间预计将持续到 2026 年底。 具体案例：图
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