compute supply

3 atoms · 跨 3 天 · 首见 2026-05-20 · 最近 2026-06-15

三色: 🟦 fact 0 · 🟥 take 3 · stance ▲2/▼1/◆0

来源: X 3

时态: fresh:3

标签: 好观点:2 · 好思考:1

叙事 (narrative) (1)

• 2026-05-20 · 2032 年算力规模预期
  many people are completely underestimating the amount of compute we will have by 2032
  tags: 好观点 · → daily
  value: date=2032

预测 (forecast) (2)

• 2026-06-15 · will behave like a commodity when supply catches up
  Once compute supply catches up (will be a little while) will see compute behave much more like a commodity - tho yes with distinct elasticity profiles, as every commodity has.
  tags: 好思考 · → daily
• 2026-06-03 · even with efficiency gains we don't have enough compute
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-15 · forecast · will behave like a commodity when supply catches up · → daily
• 2026-06-03 · forecast · even with efficiency gains we don't have enough compute · → daily
• 2026-05-20 · narrative · 2032 年算力规模预期 · → daily

← 实体目录 · 系统日志