The 2027 shakeout will clear out the financial engineering and circular VC revenue masquerading as durable infrastructure.
It will separate paper compute commitments from industrial execution.
The winners of the next cycle won’t simply be the ones holding purchase orders for GPUs—they’ll be the ones who actually own the physical path to power.
Chamath’s piece that sparked this breakdown: https://t.co/1ejvONfAT4
Building on @chamath’s on the coming wave of stranded compute:
The market treats AI infra like unconstrained software, but physical reality is governed by utility lead times.
• Silicon amortization: 3–4 years
• High-voltage substation queues: 4–6 years
Why 2027 will trigger a massive compute dislocation.
It’s not just about raw megawatts—it’s about megawatt density.
Next-gen clusters demand 100kW+ per rack and complex liquid-to-chip cooling architectures.
Legacy data center shells currently in the pipeline aren’t just delayed; many are fundamentally obsolete for next-gen silicon on day one.
Retrofitting half-built sites will trigger a wave of distressed asset sales.
Grounded partly in work by @PatrickMoorhead on what embedded engagements hand the vendor, and @rwang0 / @constellationr on forward-deployed engineers as a crutch for product immaturity. Curious whether either thinks I’ve read the pattern right.
AI’s $10 billion deployment push won’t bring AI into the economy. Enterprises need fewer forward-deployed engineers and more domain experts who understand their business. https://t.co/7i8qUqmomG
@George_Kurtz I hope you realize that this is a major disruption, and thousands of organizations and individuals are working around the clock to fix the issue you caused.
Developing a strong IT culture can be challenging, but it can also be the key to successful business outcomes. CommScope's CIO Praveen Jonnala, discusses the 5 pillars to building a robust #ITculture in @CIOonline @DigitalCX_CIO https://t.co/gaS6oGhjwG
We sat down with Praveen Jonnala, senior vice president and chief information officer, to learn more about what's happening in his organization, what's ahead and how IT plans to contribute to the company's long-term success.