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Jesse Felder

jessefelder.com

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“More than 95% of the world’s announced NVIDIA Grace Blackwell GPU capacity has yet to be deployed, according to Air Street Capital’s latest State of AI Report Compute Index, which tracks major AI compute deployments worldwide.“ https://michaeljburry.substack.com/p/short-thoughts-july-8-2026-nvda-neos?utm_source=post-email-title&publication_id=6819723&post_id=206224835&utm_campaign=email-post-title&isFreemail=false&r=m7j5t&triedRedirect=true&utm_medium=email

2026-07-09T14:03:35.925Z