Companies are hoarding AI compute because of FOMO — and they're sitting on most of it
Companies are hoarding AI compute because of FOMO — and they're si…
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YouTubeZach's Tech Turf
We are heading toward a full blown compute shortage.GPU demand still outpaces supply. Blackwell rental prices have jumped by 50% since January. Anthropic had to reduce Claude’s thinking level to save some compute.CPU shortage is also brewing now. Agentic workflows can now perform for hours non-stop. Orchestration of these workflows creates unprecedented demand for CPU capacity.$AMD is the only supplier that is very strong in both CPUs and GPUs.The stock is up 25% since I aggressively called it.
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