12 October 2026
Analysts say AI computing demand still outpaces available supply
First reported
Big Technology ran this on .
- Two industry analysts say demand for AI computing keeps exceeding what can be supplied.
- They argue that published estimates of AI infrastructure spending are too low.
- They expect AI use to spread beyond coding tools into areas like chip design and drug discovery.
How it was covered
Big TechnologyAlex Kantrowitz
Compute demand versus supply, infrastructure spending as a share of GDP, AI beyond coding, labor-to-capital shift, GPU provider quality, security failures, Anthropic's business model, Nvidia financing, ClusterMax ratings, Oracle, Google DeepMind