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Zitron Squeeze · September 23 · 9 min

Where're All The AI Chips?

A gigawatt sounds concrete. So does a GPU sale. Yet neither phrase tells us whether a customer can use that compute today, or whether it is sitting behind an unfinished building, a missing power connection, and a financing promise. What does capacity actually mean? The pile of bought, uninstalled hardware Depreciation postpones the bill Who is actually buying compute? The overbuild question GPU demand versus useful demand Source: Ed Zitron's Where's Your Ed At — Where're All The AI Chips? This podcast was created with Podkey. Make your own at https://podkey.fm

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A gigawatt sounds concrete. So does a GPU sale. Yet neither phrase tells us whether a customer can use that compute today, or whether it is sitting behind an unfinished building, a missing power connection, and a financing promise.

  • What does capacity actually mean?
  • The pile of bought, uninstalled hardware
  • Depreciation postpones the bill
  • Who is actually buying compute?
  • The overbuild question
  • GPU demand versus useful demand

Source:


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

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