Compute demand stays strong while capital turns cautious, says Ben Bajarin
BenBajarin · x · 2026-07-28
Ben Bajarin says the fundamentals have not changed: demand for compute and AI, plus the supply chain behind it, is still constrained.
His view is that the market is being driven less by a collapse in demand and more by spooked capital sentiment. In other words, demand can stay strong while investors remain cautious at the same time.
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