Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
I think that if data center construction doesn't speed up dramatically in the next 6 months, hyperscalers will see massive write-downs on aging Blackwell GPUs as Vera Rubin ships. In either case, depreciation charges are likely to skyrocket in the next year.
https://www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-1/
2026-05-15T18:02:58.023Z