GPU industry's biggest bottleneck isn't chips or power, it's credit
shashib · x · 2026-09-06
Eugene of Wafer.ai published "Let's Talk About Buying Compute", an analysis of compute procurement markets:
- Order 1000 B300s with Infiniband and Nvidia quotes 30 weeks — but the industry's real bottleneck isn't chips, CoWoS, or even power. It's credit.
- The article covers compute market structure, residual value of GPUs, and where compute financing is heading
- Shared and endorsed by MarathonMP investor Gokul Rajaram as an example of the team's depth
Related event: GPU Industry's Biggest Bottleneck Is Credit, Not Chips or Power(4 posts)→
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