SCOUT· 64%10m·2026-09-25·TechnologyMonologue: The AI Data Center Overbuild
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?…
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What people are saying
“I didn’t realize the saying was “When there’s a gold rush, hoard shovels til it’s over””
“Practically destroying the more lucrative consumer market... for warehoused product that might be obsolete by the time there's infrastructure they could be plugged into. I wish I can have this level of business acumen. Or that kind of confi…”
“finally my daily dose of sanity”
“Really enjoyed the podcast episode with Kedrosky this week who, I think correctly, sees what things will look like on the other side of this bubble popping, i.e., companies will spend 5-10 years clearing their balance sheets of all this bad…”
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