At SF Compute's "no more compute" townhall, someone pitched me cheap B300 capacity
daniel_mac8 · x · 2026-10-31
The author attended SF Compute's "there's no more compute" townhall, where founders Evan and Ethan gave insider context on the state of the compute market.
- Ironically, right after the talk, the author was pitched cheap, readily available capacity on two B300 clusters — undercutting the "compute shortage" narrative.
- Separately, industry contacts revealed that TSMC/Intel/Samsung near-future fab capacity is not sold out, and that reserved-wafer holders enjoy significant exit rights — a fact apparently not widely known among large compute buyers. N2 is tight, but Nvidia and Apple can secure priority supply.
A first-hand look at real supply-demand gaps and contract structures in the AI compute market.
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