The Cognitive Revolution · Sunday, September 27, 2026
Wayne Nelms describes the intense competition among AI model providers like OpenAI and GCP for compute capacity. He states that securing enough GPU compute for future model training is a critical and ongoing 'arms race' for these companies.
“We're in this situation where AI capacity is so scarce.”
“I think the model providers, so Open AI and GCP, have seen this coming forever at this point.”
“Um, if you think about it for them, it's an arms race, right? Compute capacity planning is an arms race.”