How would you propose solving it? My opinion is that government cannot solve the problem better than the market. That’s not to say the market is ideal or perfect but one of the better tools available. GPU prices might stay high for a number of years. I don’t think that is inherently bad. Constraints breed innovation and help guide market participants into the right direction.
I think folks often get hung up on the market thinking it’s a perfect tool or it will realign issues instantly. That’s not true. Demand is high, price catches up and eventually either that thesis behind the demand is correct and eventually supply increases or that thesis is proven wrong and demand collapses below original baseline.
Obviously that’s a simplified version of it above but I don’t know what folks like yourself are poking. How is a tax on hyperscalers effective? I suspect most folks repeat this idea because they are in the anti-AI camp. Should we tax EV manufacturers because they may be buying up battery supply? I don’t know if I want the government making those kind of decisions.