May. 6 at 1:15 PM
$NVDA
GPU scarcity is not a forecast — it’s already happening.
After Anthropic’s Mythos rollout, demand for frontier models accelerated, tightening
$NVDA GPU supply to near constrained levels in some areas.
More importantly, Q1 2026 revenue confirms this is not theoretical demand, but real capital actively deployed into compute at scale.
From
$GOOGL GCP to
$AMZN AWS, AI cloud platforms are expanding in sync.
The link is clear: stronger models → higher compute demand → continuous GPU absorption, reinforcing the AI infrastructure cycle.
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