Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Free newsletter: I estimate that ~50% of AI chip sales - $200bn to $300bn+ - are sitting in warehouses, with NVIDIA selling hundreds of billions of GPUs years in advance. Data centers take way longer to build than hyperscalers are leading us to believe.
www.wheresyoured.at/wherere-all-the-ai-chips/
https://www.wheresyoured.at/wherere-all-the-ai-chips/
2026-09-22T15:49:13.072Z