Analyst: compute spot prices won't fall, and will climb as AGI nears
JOBhakdi · x · 2026-10-21
JOBhakdi argues compute spot prices will keep rising: supply is severely constrained while demand explodes, and the imbalance will worsen as AGI approaches (he estimates 2027). He cites Elon Musk's recent comments and contracting strategy with Anthropic as evidence that someone with better supply/demand visibility shares this view. The post responds to a question about whether so many AI datacenters coming online in one year imply diminishing returns for "SI factories."
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