Microsoft (MSFT) and other cloud providers have tightened their grip on GPUs, pressuring AI customers, The Information reports

The report that Microsoft and other cloud providers are tightening their control over GPUs may indicate heightening competition in the AI space, impacting pricing and availability for customers in that sector. This could result in pressures on AI-related stocks and prompt recalibrations in their valuations, as firms struggle to secure necessary resources for their operations.