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Recent reports confirm that AI compute shortages are deepening and are expected to persist for the next two to three years. Intel’s CEOs warn that supply chain constraints on CPUs, memory, wafers and packaging will keep hardware tight, while the shift to agent‑based AI has halved the GPU‑to‑CPU ratio, boosting CPU demand. Rental prices for Nvidia H100 GPUs have jumped 60% in a year, forcing companies into long‑term, high‑up‑front contracts. In China, firms are stockpiling over a million Nvidia workstation chips to bridge a gap where domestic supply (≈3.5 M units) falls short of demand (5 M+). Startups and even large labs are striking massive power‑leasing deals, such as Anthropic’s $45 B, 300 MW agreement with SpaceX, highlighting that securing raw compute has become the primary bottleneck for AI development. [[1, 2, 3]]