Ed Zitron(@edzitron):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.

Ed Zitron

@edzitron

Newsletter - Better Offline Podcast - - CEO at

가입 December 2008

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Ed Zitron@edzitron

2026.09.22 15:49

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.