
Flags a new compute constraint, tool-calling driving a CPU shortage on top of existing GPU and memory shortages, with a concrete recommendation to lock in compute capacity before the crunch worsens.
“New trend of CPU shortages: after a GPU shortage and memory shortage driven by AI companies, we’re now experienceding a CPU shortage, thanks to AI agents using a lot more CPU with tool usage.”
Gergely Orosz
“For compute-intensive services: it’s worth reserving more compute now.”
Gergely Orosz
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