Blogger sketches a compute correction scenario: warehoused GPUs, weak IPO, paused data centers
michalmalewicz · x · 2026-10-23
Michal Malewicz lays out a hypothetical correction scenario for Nov/Dec: more hyperscalers admitting they overbought GPUs and are warehousing them, Anthropic's IPO significantly underperforming, neoclouds continuing to decline, and someone pausing data center spending "for a while." An opinionated take on AI compute overheating, not confirmed news.
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