Ben Bajarin argues compute is becoming fungible as hyperscalers redesign data center economics
BenBajarin · x · 2026-09-18
Creative Strategies analyst Ben Bajarin's new report, The Future of Compute Is Fungible, draws on a month of conversations with hyperscaler stakeholders:
- Compute is trending fungible: while NVIDIA frames the GPU itself as fungible, hyperscalers have a vested interest in designing data centers around workload fungibility
- Diverse infrastructure will coexist: merchant and custom silicon, copper and optical, liquid and air cooling, 800 VDC and legacy power — all coordinated by software into one compute fabric
- The report bundles AI Infra Summit takeaways: 800 VDC transition timelines, CPO Summit notes, and AWS meetings on compute and model trends
Full coverage is paid, with CS Atlas offering supplier gain/pricing-power analyses.
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