All-In Podcast

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1. Nov 4
   Analysis: Power, Not Chips, Could Cap AI Compute at About 80 GW in 2027

   Tomasz Tunguz argues that the binding constraint on AI in 2027 will be energized compute rather than chip supply, projecting a ceiling of roughly 80 GW of powered AI capacity. He cites GPU short-term rental rates rising from about $3 to $12-13 per hour in six months, Anthropic's blended GPU-hour cost up 82% in two quarters per its S-1/A, and finished server racks sitting unpowered because data centers lack energized utility power. Brad Gerstner said on an All-In livestream that 10 to 15 GW of the expected 2027 build could fail to come online, and Tunguz estimates the current 38 GW fleet earns about $140 billion annually versus roughly $500 billion combined with new capacity.

   Tomasz Tunguz · 🔥 0

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