'The compute bottleneck is massively under appreciated' says Google AI Studio lead: 'I would guess the gap between supply and demand is growing [by a] single digit % every day'
PC Gamer
by Andy Edser February 25, 2026
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!['The compute bottleneck is massively under appreciated' says Google AI Studio lead: 'I would guess the gap between supply and demand is growing [by a] single digit % every day'](https://cdn.mos.cms.futurecdn.net/qhwiqPJTwpeNLX9hs6DE3F-1280-80.jpg)
The compute bottleneck is a critical issue that could significantly impact the growth of AI in both the economy and society. According to Logan Kilpatrick, the product lead for Google AI Studio, the gap between supply and demand for computing power is widening by single-digit percentages every day. This disparity highlights a potential roadblock in the rapid adoption and expansion of AI technologies, as even tech giants like Google face challenges in scaling up their hardware capabilities to meet rising demands.
The problem is compounded by the limitations of semiconductor manufacturing giant TSMC, which produces 90-95% of the world's advanced chips. The company is already operating near maximum capacity, leaving little room for immediate expansion. Nvidia CEO Jensen Huang has publicly urged TSMC to accelerate production, but even with additional facilities in the pipeline, catching up with current demand remains a distant prospect. This bottleneck is further exacerbated by the ongoing DRAM supply crisis, which has already driven up prices for various electronics, including gaming hardware.
For gamers and PC enthusiasts, the implications are clear: the surge in AI-related compute demands is directly affecting the availability and affordability of high-performance GPUs. As more industries and applications vying for limited chip resources, traditional gaming hardware is becoming harder to obtain and more expensive. This scarcity not only impacts performance but also limits innovation in gaming technology, creating a ripple effect across the industry.
While some may view this compute bottleneck as a natural constraint that could slow
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Originally published on PC Gamer on 2/25/2026