Ben Pouladian(@benitoz):Everyone's watching GPUs. Jensen's watching substrate. "Substrates are getting larger and there are more chips... it's going to be hard to close that gap for a few years." Morgan Stanley's Oct 14 ABF note: undersupply hits 9.3% in CY27 and 13.7% in CY28, prices rise 25%+, and new capacity doesn't arrive until 2028 to 2030. Aunty Lisa took her trips to Taiwan too late. The real bottleneck is the thing the chips sit on anon $NVDA $AMD

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

参加 April 2009

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Ben Pouladian@benitoz

2026.10.18 18:22

Everyone's watching GPUs. Jensen's watching substrate. "Substrates are getting larger and there are more chips... it's going to be hard to close that gap for a few years." Morgan Stanley's Oct 14 ABF note: undersupply hits 9.3% in CY27 and 13.7% in CY28, prices rise 25%+, and new capacity doesn't arrive until 2028 to 2030. Aunty Lisa took her trips to Taiwan too late. The real bottleneck is the thing the chips sit on anon $NVDA $AMD