demand for compute

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 demand for compute, oldest first

Jun 18, 2026 bullish

Prediction Not checkable as stated

Balaban does not foresee model disruptions causing compute demand to decline

“So I don't really foresee a very likely outcome where we have this huge model disruption that would cause a decline in the demand for compute.”

Stephen Balaban Jun 18, 2026 ▶ 10:33 The GPU Myth: State of AI Compute 2026 | Stephen Balaban

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demand for compute

Everything said about demand for compute, oldest first

Turn any episode into a week of clips.