Tomasz Tunguz, MD @ Theory
AI compute capacity will hit a ceiling around 80GW by 2027, creating structural GPU price pressure even as new capacity comes online. This scarcity will reshape AI economics, favoring inference pricing, algorithmic innovation, software efficiency, and off-the-shelf solutions over custom builds.
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Topics: AI Infrastructure · AI (Horizontal)
Published by Tomasz Tunguz · their site ↗
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