Why AI Demand Is Outrunning Compute Supply
a16z · youtube · 2026-08-31
a16z's David George and Gavin Baker unpack the AI boom, arguing that intelligence demand is vastly underestimated. They discuss why frontier labs, open source, apps, clouds, and NVIDIA can all win, and explore the economics of infrastructure buildout. Key topics include the risk of shortage vs. bubble, orbital data centers, and NVIDIA's central role in the supply chain.
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