Datacenter Bottlenecks Favor Hyperscalers: Compute Holders Win as Training Slows
adityaag · x · 2026-11-08
adityaag argues that if building datacenters gets harder, the obvious winners are hyperscalers with existing compute capacity. Demand for compute keeps rising, so those holding the "spice" will win big — while the pace of new frontier model training slows down.
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