Khosla: trillion-dollar GPU datacenter buildouts never made sense, friction may avert the bubble
beffjezos · x · 2026-11-05
Vinod Khosla argues today's GPU datacenter buildouts never made economic sense—trillion-dollar compute spend is hard to justify when far more power-efficient hardware is around the corner. Legislative friction might smooth investment and avert a bubble burst, which he calls long-term bullish.
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