SF Compute CEO @evanjconrad explains why the AI compute boom won't stop at GPUs: anything models touch is going to sell out "There's a trillion dollars, or trillions and trillions of dollars that is flowing through here. If you are a company today, a really reasonable strategy is simply to sit in that trillion-dollar flow and capture some of it." "That trillion-dollar flow is not purely on the GPU. It's on anything the models touch. The CPUs are sold out, basically, because you're using a…