
Episode #24
The 2026 GPU Shortage Crisis
In this episode of "Full Tech Ahead," host Amanda Razani interviews Stefaan Vervaet, co-founder and CEO of Akave. They discuss the major shifts in AI infrastructure, specifically the rise of "Neo Clouds"—specialized GPU-as-a-service providers and compute marketplaces that decentralize compute away from traditional hyperscalers. Vervaet highlights that acute GPU shortages and soaring compute/storage costs are forcing enterprises to navigate tight contract commitments (1 to 3 years) for high-end chips like NVIDIA B200s and B300s. A primary bottleneck in this multi-cloud environment is data lock-in and steep egress fees imposed by legacy hyperscalers. Akave addresses this by offering a neutral, persistent data storage layer with zero egress fees situated close to GPU clusters. This architecture eliminates vendor lock-in, solves the costly "cold boot restart" problem by rapidly restoring snapshots and weights, and integrates with emerging confidential computing frameworks to guarantee sovereign enterprise data security. Key Quotes "Neo clouds are specialized service providers that specifically zoom in on GPUs... compute has now fully... decentralized or disaggregated or distributed." "The hyperscalers made it really difficult to move out." "A snapshot is worth minimum three hundred hours of engineering hours... The time between your purchasing access to GPUs and the time that you actually can use it, that's extremely expensive." "I've never seen such high demand for infrastructure... as of September 2026, it's getting harder and harder to get access to capital and equipment. Start now to lock in your hardware." Takeaways Navigate the Neo Cloud GPU Shortage: Compute is no longer confined to hyperscalers; specialized Neo Clouds and decentralized compute brokers are essential for sourcing GPUs. With pricing doubling and hardware scarce, companies must define whether their workload is inference or fine-tuning early to negotiate long-term hardware allocations before capacity vanishes. Keep Data in a Neutral Layer to Prevent Lock-In: Traditional hyperscalers hold enterprise data "hostage" through exorbitant outbound egress fees. Storing proprietary datasets and model weights in a neutral, egress-free storage provider like Akave maintains strategic leverage, enabling frictionless migration across multiple GPU providers and regional sovereign clouds. Solve the "Cold Boot Restart" Bottleneck: High-performance local NVMe storage attached directly to GPUs is too expensive for multi-terabyte model persistence. Utilizing a nearby edge object repository to quickly pull snapshots, checkpoints, and model weights saves hundreds of wasted engineering hours and prevents paying for idle GPU rental time. Enforce Confidential Computing for AI Sovereignty: Moving proprietary data to third-party Neo Clouds or international co-locations raises valid security concerns. Enterprises should require hardware-level confidential compute (enforced chip decryption only during runtime execution) and maintain dedicated, isolated single-tenant environments ("AI factories") governed by external key management systems. Find Amanda Razani on LinkedIn. https://www.linkedin.com/in/amanda-razani-990a7233/ Follow the FTA LinkedIn Page: https://www.linkedin.com/company/full-tech-ahead/ Visit the FTA website: https://fulltechahead.com/ Check out the Substack Channel: https://fulltechahead.substack.com/






