Scoop: Inference providers Fal and Baseten move to buy their own chips as clouds prioritize big customers
steph_palazzolo · x · 2026-11-12
Per a scoop by The Information's Catherine Perlo, inference providers like Fal and Baseten are moving to buy their own chips. The startups, which provide software to run AI models, can't secure the compute they need as cloud providers prioritize other customers — a sign of inference capacity tightness pushing mid-size providers toward owning hardware.
Related event: Inference providers buy their own chips as cloud quotas run dry(2 posts)→
More from Infra
- Dell expands AI Data Platform: agents have a data-context problem, not a model problem — DavidLinthicum · 2026-11-12
- Potion UI's local login system turns your PC into a multi-user AI server — cocktailpeanut · 2026-11-12
- Recursive's Eureka Machine ships Flint: a sparse 40B model with 2.5B active for local agentic coding — agihouse_org · 2026-11-12
- AWS Finally Built Its Own AWS Emulator — super_linear · 2026-11-12
- Megakernel is multiprogramming for GPUs: 'GPUs are entering the CPU age' — pranjalssh · 2026-11-12
- Gemini Decision 1 costs $345 per 1M tasks, 3x pricier than leader Drex Max v1.1 — ArtificialAnlys · 2026-11-12