Max Evergreen

15 business leaders on AI infrastructure demand and capacity in the last ~month or so >@ajassy: “2027 is largely sold out. … A good chunk of 2028 is sold out.” >@sundarpichai: “We are capacity constrained on a daily basis” >@JensenHuang: “Demand is extraordinary. Capacity is the constraint.” On future optics needs: “several orders of magnitude more than we currently ship today” >Matt Garman, AWS: “the demand is just massive” >C.C. Wei, TSMC: “we did not see any sign of slowdown” >@LisaSu: “There’s very, very high demand for the next several years” >Sanjay Mehrotra, Micron, on DRAM: “we do not have line of sight to when supply and demand will return to balance” >Christophe Fouquet, ASML: Planned 2027–28 supply “will not fully meet the demand of our customers” >Michael Hurlston, Lumentum: “completely sold out”. Bloomberg reports the optical-component horizon extends through early 2029 >@finkd: “we have not yet found the limit” of applying compute to Meta’s core business >Josh Payne, Nscale: “unprecedented global demand” >Tim Archer, Lam Research: “AI driving higher semiconductor demand and greater device complexity” >@satyanadella: “I am confident in the long-term returns on our investments.” Based on demand and efficiency gains >@LipBuTan1: “We don’t see any slowdown” >Hock Tan, Broadcom: “The thing you hit on that I think might be the biggest constraint is capital”