Ed Zitron
@edzitron · Sep 22, 2026
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.
wheresyoured.at/wherere-all-th…
Elon Musk
@elonmusk
Interesting
08:45 PM · September 25, 2026 · 30.7K views
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