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Nvidia GPUs become core AI resource as firms mobilise all channels to secure supply

Nvidia graphics processing units have become a key resource for AI infrastructure, pushing companies to change how they procure computing capacity. Firms are expanding beyond reliance on large cloud providers such as AWS, Microsoft Azure and Google Cloud, using neocloud specialists, online marketplaces, direct equipment purchases and customer-supplied hardware models. Demand continues to outstrip supply, and providers and customers are multiplying even as prices rise and prepayments and long-term contracts add to procurement costs.