NVIDIA is deliberately fragmenting the GPU market
Greg Osuri, Founder and CEO of Akash Network (Proof of Coverage)
“Nvidia alone has 80% market share… Nvidia is fragmenting the market by choice, meaning they are giving priority, lower priority to the bigger clouds and higher priority in the smaller cloud [providers]… Core[W]eave has about 35,000 H100s, way more than Google cloud has. So the tides have turned when it comes to Nvidia H100s and A100s.” — 00:12:31
Context: Answering whether Akash empowers a “middle ground” of GPU providers; he claims Amazon 8x H100s ran ~$12/chip/hr with no supply while CoreWeave required 3-month waits and prepaid yearly contracts ([00:13:17]–[00:14:06]).