Casado: There is no compute supply overhang or 'dark GPUs'
Martin Casado · Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z · Feb 19, 2026 · at 4:13
a16z General Partner Martin Casado responds to concerns about circular financing in AI and comparisons to the telecom dark fiber bust.
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“But we don't have a supply overhang. Like, there's no dark GPUs, right?”
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