Gary Marcus: AI compute is headed for a glut, just like fiber in the dot-com bust
GaryMarcus · x · 2026-11-02
Gary Marcus amplified an argument that today's compute shortage will turn into a compute glut, drawing a direct parallel to the fiber overbuild that followed the dot-com bust. His caption — "the dominos are starting to fall" — signals he expects the same cycle to play out for AI infrastructure.
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