compute demand
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 11, 2026 by Ranjan Roy · across every show →
Everything said about compute demand, oldest first
May 11, 2026 bearish
AI compute demand growth will be linear rather than exponential
“I don't think it's necessarily exponential in the way everyone is looking at it right now. And the way these deals are being done, and the way people are chasing it, and again, when it benefits both parties involved, I do think that It can be more of a linear …”