The best time to own your cloud was before the CPU supply crunch. The second best time is now.
One really "silent" trend that very, very few people talk about (because it only impacts Head of Infra type folks): a CPU shortage that's becoming more apparent for mid-sized and above companies.
It's not dramatic, just harder to reserve the CPUs you want with cloud providers apparently as well
Sep 12, 2026 路 5:55 PM UTC
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