Cohere CEO Gomez says AI compute remains severely short, rebuts overbuild fears

Gomez's remarks push back on the overbuild narrative from someone buying capacity rather than selling it, which makes the scarcity claim more credible as a demand signal than vendor commentary. The bottleneck he describes is physical — energy, facilities, chips — not just capital, suggesting the constraint won't clear quickly even if spending keeps rising. His comment on Huang adds a governance and succession angle to Nvidia's central role in the supply chain. Whether compute scarcity persists as new capacity comes online, and how Nvidia's leadership question evolves, are the open threads worth watching.