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Demand for AI computing power is growing faster than supply.

Drawn from what Derek Thompson said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Derek Thompson actually said

  1. Derek Thompson Writer and podcaster; co-author of Abundance with Ezra…
    Despite all the investment in new AI chips, it costs a quarter more to rent older GPUs than it did a year ago. This tells us that demand for AI computing power is growing faster than supply.

    ↗The AI Story Wall Street Doesn’t Want to Hearderekthompson.org

    23 Oct 2026

Added to korrents 23 Oct 2026 · How quotes work · Something wrong? Tell us

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