Getting compute in 2026: prepayments, SPVs and delayed power, per engineer
marksaroufim · x · 2026-10-19
Meta engineer marksaroufim jokes about the absurd reality of sourcing compute in 2026: you need "a guy who knows a guy" — often a former crypto person — who demands 100% prepayment to set up a joint SPV just to lower your cost of debt, while power and construction get delayed by uncooperative local municipalities. The bit satirizes real pain points in the AI compute crunch: prepay-heavy deals, financial structuring gymnastics, and power infrastructure bottlenecks.
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