AI compute capacity

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2026 by Michael Intrator · across every show →

Everything said about AI compute capacity, oldest first

Mar 23, 2026 neutral
What-if
Intrator: A 2023 fab investment cycle would have met current AI demand
“There was probably an investment cycle that needed to happen back in 2023. That would have brought on the necessary fab capacity to be able to serve.”
Michael Intrator Mar 23, 2026 ▶ 27:25 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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