Ben Horowitz on the All-In Pod just said that he spoke to the $AMZN CEO a few days ago, who told him that they are SOLD OUT of compute past 2028 (maybe end of 2028). My comment is that you will continue to see hyperscaler revenue accelerate not just from more data centers coming online, but from hyperscalers under-earning currently on long-term contracts that will roll off and get repriced over the next month and years (as spot compute prices are much higher), if demand continues to stay this high. Worsening financing conditions for neoclouds are actually a gift to hyperscalers, as they keep compute tighter in the future and give hyperscalers back their oligopoly.
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