Nvidia's Blackwell B200 GPUs Sell Out, Crypto Compute Networks Feel the Pinch

Nvidia's Rubin Servers Give Cloud Providers a Break as Bitcoin Miners Pivot to AI

ASML Posts €9.3B Q2 Sales, Raises 2026 Outlook; Crypto Miners Eye AI Hosting as Chip Supply Stays Tight

Alphabet's $180B AI Capex Plan Sends Ripples Through Bitcoin Miners

GPU Shortage Drives AI Startups to Rivals of AWS

The contract locks up approximately 110,000 Nvidia GPUs for Google's exclusive use through mid-2029, effectively removing that capacity from the broader market. This amplifies existing GPU shortages, potentially raising hardware costs for proof-of-work miners and limiting the growth of decentralized compute networks. Meanwhile, it signals a deepening alliance between Web2 giants and SpaceX's Starlink/Starshield infrastructure, further centralizing AI compute resources.

Nvidia

Google has agreed to pay SpaceX $30 billion for AI computing power, with a $920 million per month contract running through June 2029.

Google locks in $30B AI compute deal with SpaceX, locks up 110,000 Nvidia GPUs

Google's $30B GPU deal with SpaceX is a death knell for AI crypto tokens, not a catalyst

Bitcoin

Valve increased prices on Steam Deck OLED models and discontinued the base LCD model, citing component shortages.