excess compute capacity

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Anjney Midha · across every show →

Everything said about excess compute capacity, oldest first

Jun 18, 2026 neutral

Disclosure

AMP's projected excess annual compute capacity vanished in six weeks

“Unfortunately, what's happened the last six weeks. Is, you know, we thought we'd have a bunch of excess capacity by the end of this year. It's all gone.”

Anjney Midha Jun 18, 2026 ▶ 30:41 Why AI Labs With Unlimited GPUs Still Fail — Anjney Midha, AMP

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excess compute capacity

Everything said about excess compute capacity, oldest first

Turn any episode into a week of clips.