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Zitron Squeeze · Yesterday · 8 min

Dead Money

A GPU can be sold, financed, and counted as AI growth before it ever runs a customer’s workload. How much of this boom survives the trip from purchase order to paid invoice? Sold chips, usable capacity Revenue moving in circles Borrowing into the buildout The contract underneath the data center Customers funded by customers The labs at the center Source: Ed Zitron's Where's Your Ed At — Dead Money This podcast was created with Podkey. Make your own at https://podkey.fm

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A GPU can be sold, financed, and counted as AI growth before it ever runs a customer’s workload. How much of this boom survives the trip from purchase order to paid invoice?

  • Sold chips, usable capacity
  • Revenue moving in circles
  • Borrowing into the buildout
  • The contract underneath the data center
  • Customers funded by customers
  • The labs at the center

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This podcast was created with Podkey. Make your own at https://podkey.fm

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