Why AI Labs With Unlimited GPUs Still Fail — Anjney Midha, AMP
Jun 18, 2026 · 1:00:37
Anjney Midha, CEO of AMP, argues that AI labs with unlimited GPUs still fail due to misaligned culture and infrastructure waste, proposing a compute grid modeled on independent system operators to pool demand and supply. At Google, 95% node utilization was considered an outage, yet most clusters today don't reach that, with waste compounding at scale. AMP’s grid, starting at scheduling, aims to make FLOPs flow like megawatts, having secured 1.3 gigawatts of demand. Midha explains Anthropic cracked coding because 'luck favors the prepared mind'—their four years of paranoia and scarcity created a culture that OpenAI’s abundance couldn't replicate. He also shares a 14-year mission in end-of-life prediction, arguing AI can reduce the 30% of Medicare/Medicaid spend on end-of-life care. He warns that too much capital too early makes labs fragile because without hardship they fail to define their P0.
