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Holy smokes... Google Cloud CEO on compute demand: "I think for the next 10 years, there will ALWAYS be more demand than supply." – Thomas Kurian, Google Cloud CEO $GOOGL $GOOG

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Wealthmatica

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57,311 views • 3 months ago •via X (Twitter)

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People are selling hardware stocks because OpenAI missed 2025 revenue and user target.. Meanwhile $GOOG Cloud CEO says compute wil be supply constrained for the next 10 years. OpenAI’s blunder is a result of company level missteps, particularly lack of product focus. It doesn’t bode ill for the broader demand. Anthropic revenue tripled in three months, validating broader demand. Being short compute and hardware is probably the biggest mistake you can make now.
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People are selling hardware stocks because OpenAI missed 2025 revenue and user target.. Meanwhile $GOOG Cloud CEO says compute wil be supply constrained for the next 10 years. OpenAI’s blunder is a result of company level missteps, particularly lack of product focus. It doesn’t bode ill for the broader demand. Anthropic revenue tripled in three months, validating broader demand. Being short compute and hardware is probably the biggest mistake you can make now.

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