supply
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 1, 2025 by Scott Guthrie · across every show →
Everything said about supply, oldest first
Oct 1, 2025 bullish
Guthrie: AI infrastructure will remain supply-constrained for the next two years
“With AI, we're still more supply constrained than we are demand constrained. And I think I, you know, I expect that to continue over the next couple of years as the technology continues to evolve and as people start to integrate AI into more and more workflows…”