Cloud AI capacity panic is driving bad enterprise architecture decisions
DavidLinthicum · x · 2026-11-10
- DavidLinthicum argues the "cloud capacity" discourse is getting out of hand: AI infrastructure demand and tight GPU supply are real, but "capacity is constrained" ≠ "the cloud is sold out".
- Collapsing every AI workload into one vague "AI capacity" bucket misleads enterprises making architecture, budget, governance and platform decisions.
- Governed inference, RAG, fine-tuning and internal copilots have completely different infra profiles than labs training frontier models across thousands of GPUs — enterprises should plan capacity by workload, not panic into long-term reservations.
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