# Tunguz says 2027 AI growth is capped by access to powered GPUs

> Original title: Watts in Store for 2027 : The AI Ceiling

- Source: Tomasz Tunguz
- Published: 2026-11-04T00:00:00.000Z
- Bad Influence: https://badinfluence.news/items/cx0iorr1cf3rufivh0a7qtdal
- Original: https://tomtunguz.com/watts-in-store-for-2027-inference/

## Summary

Tomasz Tunguz says AI's 2027 constraint will be access to powered GPUs, with GPU-hour rental rates rising from $3 to $12-13 as supply still fails to keep up with demand. He cites Brad Gerstner's estimate that 10 to 15 of the 43 gigawatts expected to come online in 2027 may not be energized. Tunguz puts the theoretical revenue ceiling near $500b, with about 40% of current GPU hours used for inference.