1.3 GW secured. 6 GW needed. The gap is the story. Anjney Midha @AnjneyMidha runs AMP, a grid operator that pools AI compute for frontier la…

1.3 GW secured. 6 GW needed. The gap is the story. Anjney Midha @AnjneyMidha runs AMP, a grid operator that pools AI compute for frontier labs. His own pipeline shows 1.3 gigawatts secured against an estimated 6 GW needed over four years. The 4.7 GW gap is years of constrained supply for independent labs. Anticipated 2026 year-end excess vanished in six weeks. If you model AI infrastructure demand, this says the shortage is structural, not a 2024 hangover. How a compute grid actually clears supply and demand, on Latent Space @latentspacepod: https://podcastalpha.substack.com/p/why-ai-labs-with-unlimited-gpus-still-fail Source: Latent Space - https://www.youtube.com/watch?v=h5dlIPM0X18 Media

Source: Swyx (X) | 2026-06-20