Sovereign compute arms race: Rev per GW could explode past $100b in shortage

abhiadesai · x · 2026-10-03

Investor account TMTLongShort argues a sovereign compute arms race is coming: each state will race to accrue enough compute to stay relevant in a post-ASI economy.

• The All-in podcast hosts discussed governments allocating compute top-down into a shortage to keep banks safe
• The author expects the US approach to be "let capital markets work," with Rev per GW exploding past $100b in the resulting shortage
• Punchline: "You aren't long compute suppliers anon?"
• Quoted by abhiadesai, who calls the account's take "a generational run"

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