btw every single compute infra provider’s chart, including render competitors, is looking like this. something broke in Dec 2025 and everything is becoming computer. forget GPU shortage, forget Memory shortage, the @fabknowledge pod on LS was right, there is going to be a CPU shortage
#### Anurag Goel
@anuraggoel · 10h ago
This chart shows the number of paid services created on @render each week. We're doing alright.
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One Sentence Summary
swyx observes a massive spike in compute infrastructure usage and predicts an impending CPU shortage, shifting focus away from the current GPU obsession.
Summary
Referencing growth charts from Render and other compute providers, swyx notes a significant shift in infrastructure demand. He argues that while the industry has been preoccupied with GPU and memory shortages, the next major bottleneck will be CPUs. He cites the 'Fabricated Knowledge' podcast and suggests that as 'everything becomes computer,' the demand for general-purpose compute is breaking previous infrastructure models.
AI Score
86
Influence Score 92
Published At Yesterday
Language
English
Tags
Cloud Infrastructure
CPU Shortage
Compute Trends
Render
AI Hardware