The CPU crunch arrives, validating months of Rita Kozlov's shortage predictions

ritakozlov · x · 2026-09-06

Ivan Burazin of Seqera declared the arrival of the "CPU crunch," and dillonmulroy noted that Rita Kozlov has been talking about and predicting this for months. As GPU clusters scale massively, CPUs are becoming the new scarce bottleneck — the AI compute shortage is spreading from GPUs to general-purpose processors.

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