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Is there really a shortage of "compute" / data centers?

I've never had an AI say "sorry, we're at cap...
Emotionally + Physically Abusive Ex-Husband
  11/08/26
Yes there is a current shortage, it isnt just demand forecas...
The Penis
  11/08/26
by the time all this Compute comes Online everything will be...
Metaphysics is solved
  11/08/26
...
The Penis
  11/08/26
How is the current shortage manifesting if you know?
Emotionally + Physically Abusive Ex-Husband
  11/08/26
Frontier ai labs operating at Scale who need to find thousan...
The Penis
  11/08/26
but is that only if you want direct access? like they are ma...
Metaphysics is solved
  11/08/26
...
Emotionally + Physically Abusive Ex-Husband
  11/08/26
Idk exactly what they use for what I think the breakdown is ...
The Penis
  11/08/26
It seems extremely unlikely that "Frontier ai labs oper...
Emotionally + Physically Abusive Ex-Husband
  11/08/26
Why would the existence of consumer inference workloads show...
The Penis
  11/08/26
Btw the current shortage only really applies to massive ai c...
The Penis
  11/08/26
...
Metaphysics is solved
  11/08/26
Do you even understand the dire State of Gaming? Doodikoff i...
ohnoes
  11/08/26
...
Emotionally + Physically Abusive Ex-Husband
  11/08/26
...
hold my pocket
  11/08/26
...
The Penis
  11/08/26
...
hex
  11/08/26


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Date: November 8th, 2026 10:43 PM
Author: Emotionally + Physically Abusive Ex-Husband

I've never had an AI say "sorry, we're at capacity and can't process your request."

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243874)



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Date: November 8th, 2026 10:49 PM
Author: The Penis

Yes there is a current shortage, it isnt just demand forecasts. Interestingly enough there still might be an investment bubble because part of whats driving building more is based on demand forecasts that could potentially still be too optimistic.

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243889)



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Date: November 8th, 2026 10:54 PM
Author: Metaphysics is solved

by the time all this Compute comes Online everything will be solved

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243893)



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Date: November 8th, 2026 10:54 PM
Author: The Penis



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243894)



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Date: November 8th, 2026 10:57 PM
Author: Emotionally + Physically Abusive Ex-Husband

How is the current shortage manifesting if you know?



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243901)



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Date: November 8th, 2026 11:05 PM
Author: The Penis

Frontier ai labs operating at Scale who need to find thousands of accelerators. Open ai is operating across like 5 cloud providers. Their main contract is with Azure, but they rely on AWS and oracle too and some other specialized providers for certain things. For smaller companies it can be an issue too, not as big because they don’t need as much but you have to look across a bunch of different data centers for availability for things like h100, h200 and have to request access from customer service.

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243919)



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Date: November 8th, 2026 11:06 PM
Author: Metaphysics is solved

but is that only if you want direct access? like they are managing the GPU's for Copilot for business and shit

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243923)



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Date: November 8th, 2026 11:07 PM
Author: Emotionally + Physically Abusive Ex-Husband



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243930)



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Date: November 8th, 2026 11:15 PM
Author: The Penis

Idk exactly what they use for what I think the breakdown is complicated. It’s something like this: Azure was their original cloud partner and they get first releases and apart from open AIs platform running on azure they have a separate platform on azure where Microsoft hosts open ai models. Bedrock on AWS does this too now. But open ai and chat gpt themselves, through the open ai console and chat app are hosted across these providers using kubernetes. Azure, AWS are the main ones but they use oracle and google cloud too. For training rhey have some special facility called star gate through oracle, but that’s not all they use, I’m sure it’s distributed. They use a couple smaller companies for specialized inference deployment and training too, one of them is called cerebras.

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243942)



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Date: November 8th, 2026 11:10 PM
Author: Emotionally + Physically Abusive Ex-Husband

It seems extremely unlikely that "Frontier ai labs operating at Scale" are sacrificing their R&D capacity to ensure that consumers have sufficient capacity to make AI girlfriends and "employed cats" videos.

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243933)



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Date: November 8th, 2026 11:19 PM
Author: The Penis

Why would the existence of consumer inference workloads show that labs have sufficient compute for their desired research programs? You can’t make a valid inference connecting those.

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243953)



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Date: November 8th, 2026 10:54 PM
Author: The Penis

Btw the current shortage only really applies to massive ai companies. But even for small companies you start on AWS and azure with a GPU capacity of 0, compared to cpu compute you can just deploy. You have to put in a request and talk to customer service just to deploy a tiny vm of GPU.

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243892)



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Date: November 8th, 2026 10:55 PM
Author: Metaphysics is solved



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243896)



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Date: November 8th, 2026 10:55 PM
Author: ohnoes (🧐)

Do you even understand the dire State of Gaming? Doodikoff is taking out loans to build a PC

(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243895)



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Date: November 8th, 2026 10:56 PM
Author: Emotionally + Physically Abusive Ex-Husband



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243898)



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Date: November 8th, 2026 10:58 PM
Author: hold my pocket



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243907)



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Date: November 8th, 2026 10:58 PM
Author: The Penis



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243908)



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Date: November 8th, 2026 11:22 PM
Author: hex



(https://xoxohth.com/thread.php?thread_id=5920469&forum_id=2#50243963)