AI compute demand
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2026 by Michael Intrator · across every show →
Everything said about AI compute demand, oldest first
Mar 23, 2026 bullish
Intrator: Global AI compute demand has exceeded world capacity for four years
“For years now, for four years, the depth of the demand for the service we provide has been relentless and overwhelms the global capacity of the world to deliver enough compute to enable all of the demand for artificial intelligence to be stated.”