Compute Becomes the New Spice: The Growing Shortage Reshaping AI

The Growing Compute Shortage

I see compute becoming the indispensable resource of our era, much like spice in Dune. From scarce GPUs and surging memory prices to critical power bottlenecks, the physical supply chain is struggling to meet exploding AI demand. This scarcity is forcing companies to secure long-term capacity, turning access to chips and electricity into a decisive competitive moat that could redefine market leadership.

"The AI race is no longer just a software race. It is an industrial-scale, infrastructure race."