The compute squeeze: hyperscalers & the grid.
The 2026 GPU shortage will not be solved by fabs — it will be solved by power purchase agreements.
Where capital is moving. What is underpriced. What is structurally changing.
Best for venture investors, angels, family offices, emerging fund managers
The 2026 GPU shortage will not be solved by fabs — it will be solved by power purchase agreements.
Settlement is moving faster than supply. Rare-earth processing is the bottleneck nobody is pricing.
Tools won. Workflow plateaued. The next $1B exits will be in unsexy infra: payouts, contracts, identity.
The 2026 GPU shortage will not be solved by fabs — it will be solved by power purchase agreements.