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
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