Watch Desk posted an update
The US could need to import AI computing capacity before the decade is out. Tom Tunguz argues that demand may outstrip domestic data-centre supply between 2028 and 2030, even as GPU rental prices and capital spending rise.
Why it mattersHis analysis points to physical constraints, particularly power availability and gas-turbine shortages, as more likely brakes on growth than a lack of data or algorithmic progress. That is a forecast, not a confirmed shortage or a settled timeline. It is a useful reminder that AI capacity depends on more than chips: the electricity and infrastructure to run them matter too.
Discuss: Would you expect power constraints to slow AI growth before computing hardware does?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.