Commoditization dilemma: either human labor or GPUs become the commodity
_AustinCalvert_ · x · 2026-10-27
Aurelien Pasquier lays out a stark framework for the AI capex boom: either GPUs and their surrounding infrastructure get commoditized (prices collapse), or human labor does — in which case the cost of human work collapses while GPU demand keeps pushing compute prices higher. The two scenarios imply opposite outcomes for investment returns and employment, and he asks readers which they prefer and which will actually happen.
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