Moonshot CEO says GPU supply will not be a major bottleneck for 1–2 years
ns123abc · x · 2026-07-21
Moonshot Kimi CEO Yang Zhiling says GPU supply has improved sharply and should not be a major bottleneck for the next 1–2 years.
- He attributes the shift to geopolitical factors, batchy production cycles, and changing market sentiment.
- He also says many companies have begun returning GPUs after realizing they did not need them for training.
- The post is a reminder that compute availability may be less constrained than it was during the peak shortage period.
Related event: Moonshot CEO Predicts GPU Bottleneck to Ease in 1-2 Years(3 posts)→
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