Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Since 2023, NVIDIA has sold almost $500bn in GPUs. Broadcom (though this is a bit iffy) has sold around $65bn in AI chips. Roughly half of that AI spend (most of them being expensive Blackwell GPUs) is being warehoused.
https://www.wheresyoured.at/wherere-all-the-ai-chips/
2026-09-22T15:49:19.968Z