AI startups' hottest business role: negotiating compute access; Arora says profit pool shifts from chips to compute owners
annbordetsky · x · 2026-10-25
annbordetsky notes the hottest "business" roles at AI startups right now involve negotiating compute access, inference deals and redundancies — securing the AI supply chain. In the quoted interview, Palo Alto Networks CEO Nikesh Arora argues the AI profit pool will shift from chips toward owners of scarce compute, since demand is "insatiable": profits now sit with Nvidia and memory makers but are moving to hyperscalers with large compute, as availability of compute will matter more than chips.
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