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Ivana delevska: AI compute demand outpaces supply despite capacity growth

Ivana delevska: AI compute demand outpaces supply despite capacity growth
AI compute prices surge as demand rises

ivana delevska, founder / CIO at SPEAR Invest, shares that NBIS and CRWV have just reported earnings, highlighting a significant increase in AI compute prices. Despite large capacity additions, demand continues to exceed supply, leading to improved contract economics. Nebius is also seeing mid-term deals ranging from 1 to 3 years being signed.

Earlier this year, ivana delevska noted the Morgan Stanley Tech Momentum Index suffered a record 35.9% drop as investors assessed the implications for AI. She also discussed flat to declining NAND spot prices alongside a Kospi decline. These recent earnings updates follow a period of volatility across tech-related indicators.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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