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Exclusive: Microsoft and Other Cloud Providers Tighten Grip on GPUs, Pressuring AI Customers

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The Information 		April 24, 2026

Microsoft and other cloud providers are tightening their grip on Nvidia GPUs, pressuring AI startups that need the chips.

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Microsoft and Other Cloud Providers Tighten Grip on GPUs, Pressuring AI Customers

By Aaron Holmes, Anissa Gardizy and Stephanie Palazzolo

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