The Ledger

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Lemkin: AI hardware and GPU clouds will eventually crash as capacity catches up
“I do think at some point, Sandisk and Nebius and Core, we've all have to crash and Marvell and even Broadcom. At some point they have to crash at some level because they always, I think AI can grow infinite. Like we all approach the singularity, but eventually…”
Jason Lemkin May 21, 2026 ▶ 43:57 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
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