AI infrastructure supply

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 29, 2025 by Amin Vahdat · across every show →

Everything said about AI infrastructure supply, oldest first

Oct 29, 2025 bearish

Prediction Not checkable as stated

Vahdat: AI hardware supply will lag behind demand in short term

“So one worry I have is that the supply isn't actually going to catch up to the demand as quickly as we'd all like.”

Amin Vahdat Oct 29, 2025 ▶ 5:03 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

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AI infrastructure supply

Everything said about AI infrastructure supply, oldest first

Turn any episode into a week of clips.