13 October 2026updated 12 October
SemiAnalysis says AI computing demand still exceeds available supply
First reported
Big Technology ran this on .
- Dylan Patel and Jordan Nanos of SemiAnalysis, an independent chip-industry research firm, say demand for AI computing power keeps outpacing what can be built.
- They say the limits come from construction, financing, and the equipment needed to make chips, not from lack of customers.
- According to them, AI use is moving beyond writing code into fields such as chip design and drug discovery.
How it was covered
Big TechnologyAlex Kantrowitz
AI infrastructure buildout scale, returns beyond coding subscriptions, labor-to-capital value shift, GPU provider business models, and security failures