AI Compute Demand Nearly Infinite, Commentators Say
teortaxesTex · x · 2026-07-08
AI commentator teortaxesTex argues that the business interests of OpenAI and Anthropic alone are insufficient to constrain AI compute supply, because demand for tokens is nearly infinite, a point often underestimated. He speculates that European companies might be able to bid higher to capture a small portion of enterprise token share from the US.
Related event: Analysts Argue AI Compute Demand is Virtually Infinite(2 posts)→
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