[KongchangAI]
Unverified50% confidenceFactExact time

Large model inference relies on GPU clusters, and the supply of high-end GPUs is constrained by multiple factors such as production capacity, export controls, and data center power capacity, with expansion cycles measured in quarters or even years.

1
Sources
50%
Confidence
Long-term
Relevance
10/21/2026
First Seen

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