Zuckerberg says 'no one ever complains about having too much compute,' pushing back on AI overcapacity concerns. With AI infrastructure demand still surging, will compute scarcity remain the dominant industry theme in H2?

Zuckerberg says 'no one ever complains about having too much compute,' pushing back on AI overcapacity concerns. With AI infrastructure demand still surging, will compute scarcity remain the dominant industry theme in H2?

Zuckerberg Pushes Back on Compute Oversupply — Narrative Reversal?

Sources say Amazon AWS increases ASIC server shipment volumeJin10 Data, July 6 - According to AI server supply chain sources, Amazon AWS has notified relevant supply chain manufacturers that it will increase shipment volume for the third quarter of 2026, estimated to be 20-30% higher than the original plan, indicating AWS's optimistic outlook on Trainium 3 sales prospects. (Jin10 Data APP)$Amazon(AMZN.US)