GPU Scarcity Isn't the Problem Anymore. GPU Allocation Governance Is. (opens in new tab)

GPU allocation governance is becoming the defining AI infrastructure challenge of 2026 — not because enterprises cannot acquire GPUs, but because they cannot arbitrate who uses them. The GPU Shortage Didn't End. It Changed Shape. By May 2026, VentureBeat's AI Infrastructure tracker showed "access to GPUs" dropping from the #1 enterprise concern (20.8% of decision-makers) to #4 (15.4%) in a single quarter. Meanwhile, "cost per inference" and "total cost of ownership" surged from #3 to #1 in th...