AI compute capacity

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

Everything said about AI compute capacity, oldest first

Jun 18, 2026 bullish
Assertion Not checkable as stated
Balaban: The AI industry continues to underbuild compute infrastructure
“Well, I think that we continue to be generally under building.”
Stephen Balaban Jun 18, 2026 ▶ 7:01 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 conversations transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.