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Monologue: The AI Data Center Overbuild

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In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Microsoft are overstating their AI capacity, and why the AI data center overbuild is magntiudes worse than the Dot Com era fiber buildout. 

Where’re All The AI Chips? https://www.wheresyoured.at/wherere-all-the-ai-chips/
Dario quote: https://www.dwarkesh.com/p/dario-amodei-2#:~:text=Basically%20I%E2%80%99m%20saying,that%20much%20compute 

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Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society … 
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