Alex Kolicich(@AlexKolicich):Over the last two weeks have consistently heard it's nearly impossible to buy Vera Rubin's for 2027. Seems the window will fully close in the next month or so. If you need them, buy them Pretty much guaranteed the compute shortage is lasting for at least another year

Alex Kolicich

@AlexKolicich

Writing: Founding GP @8VC Former @PalantirTech, @Google, Clarium, @UWaterloo Interest in AI, BioIT, Macro, Publics — SF Maxi 🌁🌉

Joined February 2014

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Alex Kolicich@AlexKolicich

2026.09.30 17:36

Over the last two weeks have consistently heard it's nearly impossible to buy Vera Rubin's for 2027. Seems the window will fully close in the next month or so. If you need them, buy them Pretty much guaranteed the compute shortage is lasting for at least another year