Guys, the world is so compute constrained. I honestly don’t understand how anyone can think otherwise.
Almost nobody is seriously using AI today, and we’re already hitting capacity. Everything is a bottleneck: land for data centers, permits, electricity, grid connections, chips, construction, cooling.
Demand is growing far faster than supply, and expanding supply is insanely expensive.
In this game, the best-positioned companies are the ones with massive net income from non-AI products. They can fund hundreds of billions in CapEx while everyone else has to raise money just to stay in the race… and remember if you are not at the frontier you have no pricing power so you won’t be able to fund your compute need.
Today at 6 p.m. ET, U.S. forces began launching new airstrikes against Iran at the Commander in Chief’s direction. The strikes are designed to further degrade Iran’s ability to threaten commercial shipping in the Strait of Hormuz and swiftly punish Islamic Revolutionary Guard Corps forces who launched attacks against American service members in Jordan last night.