What Tomasz Tunguz thinks about data centers

@tomasz-tunguz · 21 positions · On ppll ↗

Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.

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1 dated position, 2026, in their own words. Our reading of what Tomasz Tunguz has said — not written or endorsed by them.

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1. 3 Nov 2026

   Our readingSupply pressure for AI compute shows no sign of easing in the near term.

   semiconductors

   Their wordsWith 40% to 50% of data center projects delayed3 & billions of dollars of GPUs sitting idle in warehouses waiting for power4, plus transformer & turbine lead times measured in years5, this supply pressure shows no sign of easing in the near term.

   ↗The Financial Engineering Essential for AI in 2027tomtunguz.com