$500B says GPUs are the new gold.
But gold you can buy on any exchange.
Not GPUs.
4 hyperscalers have next-gen capacity locked through 2027, and the rest of the market is left renting from landlords.
The real AI bottleneck is access.
Our Chief Growth Officer @jack_ionet breaks it down.
https://yellow.com/opinion/the-compute-economy-needs-a-trader-joes-not-another-landlord
But gold you can buy on any exchange.
Not GPUs.
4 hyperscalers have next-gen capacity locked through 2027, and the rest of the market is left renting from landlords.
The real AI bottleneck is access.
Our Chief Growth Officer @jack_ionet breaks it down.
https://yellow.com/opinion/the-compute-economy-needs-a-trader-joes-not-another-landlord
