Prediction: compute is moving from rack-scale to datacenter-scale as bottlenecks shift outward
AccBalanced · x · 2026-09-07
A prediction that compute is shifting from rack-scale to datacenter-scale: as chip design improves, the bottleneck moves to everything around the chip. Key points: a two-vendor CPU shortage needing more suppliers; custom chips intensifying competition for TSMC capacity; east-west fabric/switch and optics shortages; new cooling and power scheduling demands; and north-south fabric designs prioritizing data movement. Core thesis: more custom, less fungible.
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