Moonshot CEO says GPUs may not be a major bottleneck for the next 1–2 years
ns123abc · x · 2026-07-21
A post quotes Moonshot CEO Yang Zhilin saying that, despite export controls, GPU supply has improved dramatically and GPUs may not be a major bottleneck for the next 1–2 years.
The quote says demand and supply have shifted as some companies returned GPUs they no longer needed, and that market sentiment has played a role in the recent easing.
Related event: Moonshot CEO Predicts GPU Bottleneck to Ease in 1-2 Years(3 posts)→
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