
For three years, the main constraint in artificial intelligence was the amount of compute capacity hyperscalers wanted to buy. However, recent filings show that the current constraint has shifted to pricing, indicating a new dynamic in the market.
News in Brief

For three years, the main constraint in artificial intelligence was the amount of compute capacity hyperscalers wanted to buy. However, recent filings show that the current constraint has shifted to pricing, indicating a new dynamic in the market.