Welcome to the new world where AI compute is a scarce resource. Sorry guys, 3nm chip factories don't fall out of the skies when you click a few buttons on the AWS console. This is so different from what people were used to when compute was trivial and not in short supply for CRUD apps.
I was listening to a podcast, I forget which, and some AI consultancy guy said they don't have the chips to do all the things everyone wants to do with AI, so they aren't even selling it except to the most lucrative customers.