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The Pulse #191: a new trend of CPU shortages

For compute-intensive services: it’s worth reserving more compute now. Also: growth dreams end for more COVID-era unicorns, engineers losing touch with systems when AI handles incidents, and more#

Gergely Orosz's avatar

Sep 10, 2026

∙ Paid

The Pulse is a series covering events, insights, and trends within Big Tech and startups.

Today, we cover:

  1. New trend of CPU shortages: after a GPU shortage and memory shortage driven by AI companies, we’re now experienceding a CPU shortage, thanks to AI agents using a lot more CPU with tool usage. If you will need more compute in the future: secure it now…