AI infrastructure exhibits classic bullwhip dynamics: demand shocks in GPUs cascade through memory, CPUs, and storage with multi-year lags, locking in higher costs at each stage and risking severe overcapacity when software revenues fail to justify $20B/GW data center buildouts.
Read the full post on Tomasz Tunguz ↗
Topics: AI (Horizontal) · Energy & Climate · Defense & Aerospace
Published by Tomasz Tunguz · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.