
Retail Traders Edge
304 posts

Retail Traders Edge
@RTradersEdge
Empowering Retail Traders for Financial Success! Sharing our knowledge and experience with others!























I know the first instinct is to frame $META exploring $GOOGL TPUs as the start of $NVDA pricing power erosion but that’s not what this is. The real story is the velocity of Meta’s AI workload curve as Llama training cycles, video understanding systems & tens of billions of daily inference calls all smash into the same compute ceiling. Meta is already on pace to spend ~$100B on Nvidia hardware & they’re still capacity-constrained. Adding TPUs doesn’t replace that spend but it just sits on top of it. Even if Nvidia doubled output, Meta would still be short on compute. That’s how steep the structural AI capacity shortage actually is.








