hardware allocation
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 10, 2026 by Guillermo Rauch · across every show →
Everything said about hardware allocation, oldest first
Apr 10, 2026 bearish
Rauch: Bewildering agent demand will spark battles over CPU and GPU allocation
“One thing I also predict is that the stress on infrastructure is going to be bewildering. Who gets allocation of hardware is going to become a big battle. Again, it's not just GPUs, by the way, it's also CPUs. Who gets access to raw metal to satisfy the endles…”