GPU supply

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 9, 2026 by Alex Atallah · across every show →

Everything said about GPU supply, oldest first

Aug 9, 2026

Assertion Not checkable as stated

Atallah: AI market is massively supply-constrained with inference providers constantly short

“Right now we're in a massively supply constrained market where and it's likely going to be supply constrained for a while where all the inference providers are short, pretty much constantly short.”

Alex Atallah Aug 9, 2026 ▶ 5:59 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic

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GPU supply

Everything said about GPU supply, oldest first

Turn any episode into a week of clips.