John Lovelock
ON THE RECORD · 2 verbatim quotes · every quote source-verified
“At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions,”
John Lovelock · said 2026-10-19 · reported 2026-10-20
Gartner stood by its analysis in a Monday interview with CNBC about AI compute overcapacity and neocloud profitability concerns.
verbatim, matched to source
CNBC
“Everyone in the AI race is running for a last-man standing position. Pretty much every market that Gartner is tracking in our AI race is likely to collapse down to a duopoly.”
John Lovelock · said 2026-10-19 · reported 2026-10-20
Lovelock told CNBC in a Monday interview that AI markets are likely to consolidate into duopolies as competitors race for a last-man standing position.