GPU scarcity still shapes AI competition as rivals fight over compute
EdisonGPT · x · 2026-07-26
The post argues that GPUs are still scarce and often sell out, which means leaders can sometimes slow rivals simply by denying them compute.
It also notes the counterpoint: even if a front-runner has 10–100x more compute, second movers can sometimes catch up by spending less time wandering and experimenting.
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