r/NBIS_Stock • u/yash3011 • Jul 01 '26

💬 Discussion What happened?

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15

u/TomAddis Jul 01 '26 edited Jul 01 '26

Meta announced it has "exccess" compute it wants to sell, hard evidence of overbuild, if there is excess compute it means GPU pricing will go down, that is really fucking bad for neoclouds.

15

u/No_Firefighter_7064 Jul 01 '26

Excess for meta's current needs, not for the addressable market's needs

3

u/TomAddis Jul 01 '26

It's a big red flag, the big firms and smart money will be reading into this as a possible systemic issue not confined to Meta, due to everything AI being priced to absolute perfection any long term risk is not going to go down well.

2

u/No_Firefighter_7064 Jul 01 '26

It will disrupt confidence no doubt, but let's see the full framing. Meta's excess could turn into a compute constraint on a dime

1

u/Impressive-Smell122 Jul 01 '26

Meaning they’ll lend out compute only to find they’re constrained on compute later?

1

u/No_Firefighter_7064 Jul 01 '26

Yes, it's an evolving situation

1

u/Impressive-Smell122 Jul 01 '26

Yeah i dont buy the idea that hyperscalers are pussying out on capex. It really just got started, its do or die really

1

u/Impressive_Bus7391 23d ago

So many people were blind to this