Everyone is talking about AI.
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
Almost nobody is talking about the commodity that actually powers AI.
That commodity is compute.
Not GPUs. Not chatbots. Not apps.
Compute.
It may become the oil of the 21st century. 🗻👇
People ask if we're in an AI bubble.
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
Wrong question.
The Internet wasn't a bubble.https://t.co/DMWZpJewfl was.
Likewise, some AI companies will fail.
But compute isn't a bubble. It's infrastructure. 👆🗻👇
Think of the AI stack.
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
Top layer:
• OpenAI
• Anthropic
• Microsoft
• xAI
Bottom layer:
• NVIDIA and AI chips
Between them?
Electricity flowing through GPUs becomes compute.
That's the product. 👆🗻👇
Selling electricity is like selling apples.
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
Turning that electricity into compute is like selling premium apple sauce.
The same raw material.
Far more value added.
The AI age changes the economics of renewable energy. 👆🗻👇
We're also thinking differently about ownership.
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
10% equity for the Government of Nepal to align incentives and accelerate execution.
10% equity for an independent foundation dedicated to reducing poverty through direct cash transfers. 👆🗻👇
Himalayan Compute: Why Compute Is the Most Valuable Commodity of the AI Age https://t.co/xzjngatjsE 👆🗻👇
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
The biggest opportunities in AI may not be building the next chatbot.
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
They may be building the infrastructure that powers every chatbot.
The companies that supply compute could become the railroads, utilities, and energy giants of the AI economy. 👆🗻👇
That's the thesis behind Himalayan Compute. 🗻👆
— Paramendra Kumar Bhagat (@paramendra) July 24, 2026
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