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?
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