Compute bubble spar: datacenters will get built, but expect 'funny maneuvers' in the supply chain
jobergum · x · 2026-10-20
- Quoted tweet argues datacenters won't really get built — the narrative sustains liquidity, and warehouses of Nvidia GPUs will be offloaded in '27–'28 as defaults loom, making compute dirt cheap again.
- teortaxesTex pushes back: 90% sure AIDCs will be built, but it'll involve "some very funny maneuvers" — watch the Chinese supply chain players.
- A representative exchange between the compute-bust and build-out camps on how the AI infrastructure cycle unwinds.
Related event: Debate Rages Over AI Data Center Bubble and Potential GPU Fire Sale(2 posts)→
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