3h ago

Google DeepMind's Alex Imas and investor Alex Peysakhovich debate whether a severe AI compute shortage is looming or already active

Imas cited industry observers tracking proprietary supply chain data.

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Original post
OPAlex Imas#1777Alex Imas@ALEXOLEGIMAS

@alex_peys You could be right of course, though I know pretty smart folks with good data who are freaking about about a compute crunch hitting later this year. Not my wheelhouse so I won't make predictions here.

2:03 PM · May 27, 2026 View on X
REPLYalex peysakhovich#1703alex peysakhovich@ALEX_PEYS

@alexolegimas we're in a compute crunch right now. forecast for 1-2 years from now depends on your forecast of how frothy current demand (and growth of the demand) is

Alex ImasAlex Imas@alexolegimas

@alex_peys You could be right of course, though I know pretty smart folks with good data who are freaking about about a compute crunch hitting later this year. Not my wheelhouse so I won't make predictions here.

9:03 PM · May 27, 2026 · 42 Views
9:11 PM · May 27, 2026 · 23 Views
Google DeepMind's Alex Imas and investor Alex Peysakhovich debate whether a severe AI compute shortage is looming or already active · Digg