Aurelia Han & Siddharth Ramakrishnan — Scale Venture Partners - The Big Data Center Squeeze: Getting More Compute From Existing Infrastructure - March 2026

A blog post by Aurelia Han and Siddharth Ramakrishnan of Scale Venture Partners analyzing the data center capacity squeeze caused by surging AI inference demand and hyperscaler capex constraints. It argues that new software improving GPU utilization (tokens per GPU) and facility power efficiency (tokens per watt, GPUs per megawatt) will be critical to extract more compute from existing infrastructure, rather than relying solely on new data center builds.