Compute Capacity Constraints

What We Track

This platform monitors earnings call transcripts from major technology companies to extract explicit statements about compute capacity constraints. We focus on direct CEO/CFO admissions about:

• GPU Supply Constraints: When cloud providers are sold out or capacity is fully utilized
• Demand Growth: Explicit statements about training and inference demand trends
• Infrastructure Bottlenecks: Power, chip availability, datacenter capacity limitations

Why Transcripts?

SEC filings are written by lawyers to avoid admitting operational failures. Earnings call transcripts capture unscripted CEO/CFO responses to analyst questions about capacity constraints.

Example: NVIDIA Q3 FY2026 - Jensen Huang: "The clouds are sold out and our GPU installed base, both new and previous generations, including Blackwell, Hopper, and Ampere, is fully utilized."

Current Coverage

NVIDIA: Q1, Q2, Q3 FY2026 earnings calls
Meta: Q2, Q3 2025 earnings calls