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by kristianp 20 days ago
> The world is out of fab capacity.

Can anyone expand on this point? I read an article saying that the big AI co's datacentre spend was a bunch of lies because they can't build datacentres at anywhere near the rate they want to.
2 comments
stingraycharles 20 days ago
From what I understand it’s mostly TSMC and the memory providers being out of capacity over the next few years.

So it’s not even about datacenters.

Here’s a Reuters article about TSMC: https://www.reuters.com/world/asia-pacific/broadcom-flags-su...

So this is actual committed contracts with all kinds of companies such as Apple, NVidia, AMD.

Also, the whole reason they can’t build data centers faster is precisely because of this.

link
no-name-here 20 days ago
> they can't build datacenters at anywhere near the rate they want to

That was because the supplies the datacentre needed were constrained - supply-constrained, not end-user demand constrained, so would be in agreement with the GP comment (and the article I read didn't imply anything about lying).

link