When GPU demand peaks

Algorithmic efficiency, architectural shifts, and capital saturation will flatten the compute growth curve

TL;DR

The GPU boom is self-defeating: every dollar invested in efficiency erodes the scarcity that made GPUs valuable.

• Algorithmic efficiency is collapsing FLOPs-per-capability by orders of magnitude—progress that lets intelligence compound while compute demand plateaus.

• Architectural substitution is breaking Nvidia’s monopoly: custom ASICs and inference N…