2026-01-01 17:23:11

Massive capital inflows have turbo-charged AI development, but here's the bottleneck: computing power remains the elephant in the room—it's the dominant cost driver, and it moves in lockstep with revenue growth. The bigger the scaling ambitions, the harder the infrastructure squeeze. This cost-to-revenue coupling creates a structural constraint that no amount of hype can bypass. For anyone tracking how tech economics evolve, this tension between growth appetite and computational reality is worth watching.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
4
Repost
Share

Comment

0/400

GasWhisperer

· 9h ago

compute costs gonna scale exponentially while revenue pretends it's linear... classic mempool dynamics but for gpu clusters lol

Reply0

LayerZeroHero

· 9h ago

At the end of the day, it's still the computing power that bottlenecks everything. No matter how much capital flows in, it's all in vain. This is the real ceiling.

View OriginalReply0

ForkTongue

· 9h ago

Basically, it's something you can't build without spending money; computing power is the real daddy.

View OriginalReply0

HodlVeteran

· 9h ago

Bro, let me tell you, this is the trap I didn't see when I went all-in back then. Hash power costs money, just as cruel as cutting meat from the retail investors.

View OriginalReply0