Why it matters

Supply constraints shape what's feasible. Understanding shapes realistic planning.

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The architecture

Sources: OEMs (Dell, HPE, Supermicro), cloud (AWS, GCP, Azure), specialized (CoreWeave, Lambda).

GPU supply sourcesOEM purchaselead times monthsCloud rentalconstrainedSpecialized providersCoreWeave/Lambda/etcMulti-source strategy: don't rely on one supplier
Supply options.
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How it works end to end

Cloud tight: even AWS + GCP see queues for large H100 blocks.

Specialized providers (CoreWeave, Lambda): often better availability but at premium.

Multi-source: mitigate risk.

Alternative hardware (AMD, TPU) can help.