According to @gdb, AI demand is being materially underestimated and teams are already compute-bottlenecked on launching new features, prompting an effort to build as much compute as possible over the next few years. Source: @gdb on X, Oct 6, 2025. According to @gdb, exponential progress in model capability is continuing while compute capacity remains the binding constraint, making confirmed AI compute availability a key variable for positioning across equities and crypto infrastructure. Source: @gdb on X, Oct 6, 2025. According to @gdb, traders should treat this as a direct demand-side signal and watch AI compute suppliers, cloud capacity providers, and decentralized compute and AI-infrastructure crypto projects for sensitivity to this confirmed bottleneck. Source: @gdb on X, Oct 6, 2025.