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GPU capacity

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 20, 2025 by Tomasz Tunguz · across every show →

Everything said about GPU capacity, oldest first

Nov 20, 2025 bullish
Assertion Partly supported
Tunguz: Most hyperscaler GPU capacity is sold out for the next two years
“I mean, most of the hyperscalers GPU capacity is sold out for the next two years.”
Tomasz Tunguz Nov 20, 2025 ▶ 43:10 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
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