Forget the talk of an AI bubble; we are actually facing a massive supply crisis that will force us to treat computing power like oil or wheat. We are so short on chips, power, and data centers that "compute" is about to become a volatile new asset class where companies trade futures just to survive. This isn't just tech growth—it’s a total rewiring of the global economy that most are unprepared for. Is compute really the next great commodity, or is this just hype?
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