'The compute bottleneck is massively under appreciated' says Google AI Studio lead: 'I would guess the gap between supply and demand is growing [by a] single digit % every day'

'The compute bottleneck is massively under appreciated' says Google AI Studio lead: 'I would guess the gap between supply and demand is growing [by a] single digit % every day' 'In practice, this will be the rate limit on the impact AI will have in the economy/society.' Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team. You are now subscribed Your newsletter sign-up was successful Want to add more newsletters? I would guess the gap between supply and demand is growing single digit % every day.February 25, 2026 "I would guess the gap between supply and demand is growing single digit % every day", Kilpatrick continued. TSMC, the manufacturer behind 90-95% of the world's most advanced chips, already looks to be near maximum capacity, resulting in Nvidia CEO Jensen Huang giving the company the hurry up in public.