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AI Compute Demand Seen Hitting 100GW by 2030, With a 60GW Supply Gap

  • Infra & Chips

Kindred Ventures' Steve Jang estimates that demand for AI compute will reach 80–100GW by 2030, outpacing supply and leaving a gap of roughly 60GW. The comment reflects a growing view that securing power has become the biggest bottleneck for AI infrastructure as training and inference demand from generative AI and large language models surges.

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