When GPUs Are Scarce, Each Stall Costs N Times More (opens in new tab)

The per-percent dollar cost of a GPU stall multiplies with capex scale. The eBPF instrumentation cost does not. TL;DR Big Tech Q1 2026 AI capex came in at roughly $630B aggregate. Azure is supply-constrained. Stargate, Roze AI, Verda, Nscale, and OpenLight added tens of billions to AI-data-center construction in the same quarter. When GPU supply is constrained, the dollar cost of every percent of throughput lost to kernel-level inefficiency rises in proportion. The GPU stall cost at fleet sca...