Musk warns of stranded compute; trader counters inference demand is near-infinite
markjeffrey · x · 2026-10-26
Elon Musk predicts a lot of stranded compute in partially completed data centers.
AlgodTrading disagrees, arguing inference looks more like the early days of energy: maybe a short-term supply shock, but demand from research to entertainment is near-infinite even if model intelligence slows down—what's lacking is compute supply.
Related event: Musk warns of stranded compute in data centers as AI demand debate heats up(2 posts)→
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