Martin Casado predicts that AI GPU supply constraints will ease around 2028.
“If I were to guess, this is Martine totally guessing. No idea. If I were to guess, I'd say supply constraints will ease in twenty twenty eight ish.”
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Our resolution criterion
disputableObservable easing of GPU supply constraints (measured by availability, pricing, or lead times returning to non-constrained levels) by end of 2028.
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