TLDR Tech / AI
Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast
Meta and SpaceX selling compute capacity could mean that there's excess compute capacity that two of the largest buyers no longer need. This may result in downward capex revisions for the hyperscalers. It's possible demand simply isn't there for what's being built with AI. However, this is unlikely, as anyone willing to sell capacity finds buyers immediately.
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