AI compute demand growth will be linear rather than exponential
Ranjan Roy · The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope? · May 11, 2026 · at 15:00
Ranjan Roy explains his skepticism regarding massive mega-deals for data center capacity, arguing compute demand will moderate as enterprises optimize token usage.
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“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 path than exponential one.”
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