korrents

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There will be a consistent active ceiling on energized compute, creating structural upward pressure on GPU prices per hour.

Drawn from what Tomasz Tunguz said

Subjectsenergysemiconductors
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 Tomasz Tunguz actually said

  1. Tomasz Tunguz Venture capitalist and founder of Theory Ventures
    There will consistently be an active ceiling on energized compute, which will keep structural upward pressure on GPU prices per hour.

    ↗Watts in Store for 2027 : The AI Ceilingtomtunguz.com

    4 Nov 2026

Added to korrents 4 Nov 2026 · How quotes work · Something wrong? Tell us

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