Monologue: The AI Data Center Overbuild

Speaker 1: Hello and welcome to this week's Better Offline Monologue, I'm Speaker 1: your host Ed Zitron. As ever, subscribe to the newsletter, premium, Speaker 1: you know all that good stuff, I'll have the links Speaker 1: in there.

It goes beyond the title with direct discussion of speaker, capacity, data, including: As ever, subscribe to the newsletter, premium, Speaker 1: you know all that good stuff, I'll have the links Speaker 1: in there.

1. 01And while I couldn't report it at the Speaker 1: time because I still had to run down some leads, Speaker 1: the total power of the chips was estimated at about Speaker 1: 1.993 gi
2. 02Now, not everybody reports construction in progress, Speaker 1: so that number doesn't include Microsoft, Firmus, Sharon, Equinix, Nebius, Poolside, Speaker 1: private operators li
3. 03In other words, I think NVIDIA has made Speaker 1: somewhere between $ 200 and $ 300 billion in revenue on stuff Speaker 1: that's been sold probably 24 to 36 months in advance, Sp