Breaking Analysis · High Impact
The Compute Bottleneck Is Over — and the Scramble for What Comes Next Has Already Begun
After 18 months of GPU scarcity defining AI's frontier, a new manufacturing wave is hitting supply chains simultaneously. The constraint is shifting from hardware to talent, data quality, and inference economics. The companies that read this shift first are already repositioning.
HIGH IMPACTCapital & Infrastructure·8 min read
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