AI’s next bottleneck is shifting from GPU supply to power and usable compute, according to Shay Boloor ahead of a Futurum Equities podcast. The live episode str

AI’s next bottleneck is shifting from GPU supply to power and usable compute, according to Shay Boloor ahead of a Futurum Equities podcast. The live episode streams today at 1 p.m. ET and will also examine what CRWV earnings signal for GPU longevity and pricing.