Public data center CEO: compute shortage to last years, warns of GPU blackouts
BenBajarin · x · 2026-09-30
A CEO of a publicly traded data center company says the world is compute constrained and will stay that way for years — and warns of "GPU blackouts," where companies have the chips but lack the power to bring them online.
- He admits potential bias as a capacity seller, but made this call before the Muse and personal AI agent excitement that adds yet another catalyst for compute demand.
- A quoted take from recent OpenAI, Meta, and Anthropic events: there's still nowhere close to enough compute.
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