April 14 2026 - AI Compute Crisis & OpenAI’s High-Stakes MovesAI Compute Crisis & OpenAI’s High-Stakes Moves

Today’s AI shakeup: global GPU shortages and outages, OpenAI shelving Sora while prepping a new model ‘Spud’, a leaked memo accusing Anthropic of inflated revenue, the Hiro acquisition to add finance tools, and Vercel benefiting from an AI hosting boom. What the compute crunch means for the AI race.