'Compute won't escape overbuild': trader John Arnold on the coming capacity glut
McDonaghMatthew · x · 2026-11-13
John Arnold argues that compute would be the first commodity in history to never be overbuilt if the current AI buildout avoids excess capacity. Quote-tweeter McDonaghMatthew adds a blunt warning: if you don't understand this dynamic, you're not investing in AI infrastructure — you're donating.
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