Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infrastructure Crisis Is Here

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My site: https://natebjones.com Full Story w/ Prompts: https://natesnewsletter.substack.com/p/executive-briefing-the-global-inference?r=1z4sm5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true ________________________________________ What's really happening with AI compute infrastructure? The common story is that supply will catch up to demand—but the reality is more complicated when DRAM prices spike 60% quarterly and every hyperscaler is hoarding capacity. In this video, I share the inside scoop on why the global inference crisis is not a prediction but an observation of current conditions: • Why enterprise token consumption is scaling from 1 billion to 100 billion per worker annually • How memory, semiconductor, and GPU bottlenecks compound with no relief until 2028 • What hyperscalers choosing their own products over customers means for enterprise allocation • Where sharp CTOs are securing capacity and building routing layers now For enterprise leaders navigating the next 24 months, traditional planning frameworks are broken—and the window to act is closing fast. Chapters 00:00 The Global Inference Crisis 02:52 Token Consumption Is Exploding 04:50 Agentic Systems Change Everything 07:09 The Memory Bottleneck 08:58 DRAM Prices Spiking 50-60% Quarterly 11:10 Semiconductor Fab Constraints 12:08 The GPU Allocation Crisis 14:15 Hyperscalers Are Competitors, Not Partners 17:38 Which Business Models Are Most Exposed 19:24 Why Traditional Planning Frameworks Fail 22:16 Cloud Commitments Can Become Traps 24:11 What Sharp CTOs Are Doing Now Subscribe for daily AI strategy and news. For deeper playbooks and analysis: https://natesnewsletter.substack.com/