Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infrastructure Crisis Is Here

Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infrastructure Crisis Is Here

What's really happening with AI compute infrastructure? The common story is that supply will catch up to demand—but the reality is more complicated when DRAM prices spike 60% quarterly and every hyperscaler is hoarding capacity. In this video, I share the inside scoop on why the global inference crisis is not a prediction but an observation of current conditions:

  • Why enterprise token consumption is scaling from 1 billion to 100 billion per worker annually

  • How memory, semiconductor, and GPU bottlenecks compound with no relief until 2028

  • What hyperscalers choosing their own products over customers means for enterprise allocation

  • Where sharp CTOs are securing capacity and building routing layers now

For enterprise leaders navigating the next 24 months, traditional planning frameworks are broken—and the window to act is closing fast.

Subscribe for daily AI strategy and news.
For playbooks and analysis: https://natesnewsletter.substack.com/p/executive-briefing-the-global-inference?

© Nate B. Jones 2026

Hosted on Acast. See acast.com/privacy for more information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(195)

You cannot tell which parts of your software should stop calling an LLM. My Jev guide has a prompt that scans your projects and names them.

You cannot tell which parts of your software should stop calling an LLM. My Jev guide has a prompt that scans your projects and names them.

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening when a model can read a complicated input but only choose among answers you supply?Nate explains why Jev...

21 Sep 33min

AI Cost to Serve: Which Customers You Can Now Afford

AI Cost to Serve: Which Customers You Can Now Afford

What happens to your AI bill when agents improve and more people start using them? Nate draws on his conversations at Dreamforce to examine the cost of wider adoption, the work agents can make afforda...

20 Sep 30min

Stripe on Agentic Commerce: Can AI Agents Buy From You?

Stripe on Agentic Commerce: Can AI Agents Buy From You?

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What has to change before AI agents can buy and sell on our behalf?Nate talks with Emily Sands, Head of AI and Data at Stripe, a...

17 Sep 30min

Good Enough AI: Why Apple's Case Measures the Wrong Thing

Good Enough AI: Why Apple's Case Measures the Wrong Thing

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What’s really happening in the competition between Apple and OpenAI? The launch products give us one part of the story. The larg...

14 Sep 29min

AI Race vs Human Flourishing: What US-China Talks Miss

AI Race vs Human Flourishing: What US-China Talks Miss

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What would it take for AI to make life more abundant—and who gets to share in that abundance?Nate Jones sits down with Alvin Gra...

13 Sep 48min

Omarchy, the Agentic OS Built for AI Agents

Omarchy, the Agentic OS Built for AI Agents

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What changes when an AI agent can help change the way your computer works?Nate explores Omarchy as a glimpse of a more adaptable...

11 Sep 17min

Claude Fable 5.1 and GPT-6 Astra: Which Model Gets Which Job

Claude Fable 5.1 and GPT-6 Astra: Which Model Gets Which Job

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What changes when two AI models can turn the same short prompt into two different, usable apps?Nate compares Claude Fable 5.1 an...

10 Sep 16min

GPT-6 Astra: How to Research a Decision Before You Commit

GPT-6 Astra: How to Research a Decision Before You Commit

For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening when AI can take on an entire job instead of answering one prompt at a time?The common story is that a m...

7 Sep 26min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
lederpodden
utbytte
stormkast-med-valebrokk-stordalen
livet-pa-veien-med-jan-erik-larssen
rss-orjasater
morgenkaffen-med-finansavisen
pengesnakk
liberal-halvtime
rss-fa-makro
rss-markedspuls-2