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Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross.

Drawn from what Dax Raad 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.

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What Dax Raad actually said

Word for word, with the source under each one. They did not write this page.

  1. Dax Raad

    Builds developer tools — SST, and now OpenCode at Anomaly

    The demand for inference is growing. So, like I don't think it's linearly growing. I think it might even be exponentially growing. But we haven't made our production of GPUs grow exponentially. That's like kind of a linear process. So as those lines intersect, there's going to be uh tightening.

    Where this was said

    Watch from 0:39:33 plays here

    ↗Building OpenCode with Dax Raadyoutube.com

    video · 1h 21m · spoken · machine transcript

    All 24 korrents from this recordingthis one is 12th

Added to korrents 27 May 2026 · How quotes work · Something wrong? Tell us

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