It seems very possible that we have at least five years of real limitations on compute coming up. Maybe ten, depending on ASML. I wonder what an overshoot looks like. I also wonder if there might be room for new entrants in a compute-scarce environment.

For instance, at some point, could Coreweave field a frontier team as it holds back 10% of its allocations over time? Pretty unusual situation.

Jensen just said that if the signal/commitments are there, ASML can scale in 2-3 years.