Meta Just Proved the AI Compute ‘Shortage’ Is a Lie. Here’s What’s Really Happening.
Meta’s decision to sell idle compute isn’t a sign of AI bubble fear—it’s a strategic move that exposes the fragility of GPU leasing middlemen and signals a shift toward platform-level value capture. The market’s panic over ‘oversupply’ misses the real story: value is concentrating where captive demand exists, and pure hardware rentiers are being squeezed out.