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AI compute demand

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 26, 2026 by Anish Acharya · across every show →

Everything said about AI compute demand, oldest first

Aug 26, 2026 bullish
Opinion
Acharya: GPU Pricing Points to Infinite Demand and Constrained Supply
“And if you look at some of the underlying indicators, what they point to is essentially infinite demand and highly constrained supply, you know, things like B 200, which is a non sort of cutting edge GPU prices going up on a per hour basis. That is very strang…”
Anish Acharya Aug 26, 2026 ▶ 3:47 The State of AI: Models, Moats, and the Consumer Renaissance
Aug 28, 2026 bullish
Assertion Not checkable as stated
Horowitz: AI compute demand is growing 10x annually, outpacing physical supply
“The demand is growing. You know, 10 X a year right now, and, you know, the supply just can't grow that fast.”
Ben Horowitz Aug 28, 2026 ▶ 36:34 Why Top Founders Are Racing Into AI Infrastructure
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