Shay Boloor(@StockSavvyShay):Ben Horowitz says $AMZN CEO told him AI compute is sold out “beyond 2028” as demand continues to outpace available capacity. That tells you how much of AI buildout now depends on getting enough power, cooling and data centers online rather than just securing more $NVDA or $AMD GPUs. It’s also why I think drawdowns in $NBIS, $IREN and $CRWV are overdone because new capacity could find demand quickly while existing GPUs keep generating revenue longer than market expects.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.17 11:44

Ben Horowitz says $AMZN CEO told him AI compute is sold out “beyond 2028” as demand continues to outpace available capacity. That tells you how much of AI buildout now depends on getting enough power, cooling and data centers online rather than just securing more $NVDA or $AMD GPUs. It’s also why I think drawdowns in $NBIS, $IREN and $CRWV are overdone because new capacity could find demand quickly while existing GPUs keep generating revenue longer than market expects.