compute demand
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2024 by Brian Janous · across every show →
Everything said about compute demand, oldest first
Dec 5, 2024 bullish
Janous: Compute demand will exceed available power supply through 2030.
“It's possible, though I suspect that given the, my fundamental belief is that the demand for compute, let's just say through twenty-thirty, will exceed the available power in the market. And therefore, the marginal value of the next watt or gigawatt, frankly, …”