Compute demand far ahead of supply: capacity commitments need 9+ months lead time

graceisford · x · 2026-10-31

Part 1 of graceisford's dinner thread: compute demand is far ahead of supply; revenue per unit of compute matters most; capacity commitments need 9+ months of lead time, and players are 'playing blind on a curve that keeps moving.'

Related event: Lux Capital Closed-Door Dinner: Compute Squeeze, AI Security Dark Age, and the Return of Classic Infrastructure(7 posts)→

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