Reposted by 🔻 Seal of (tired) 🔻
Joined the Times Tech Report to talk about the $200bn+ NVIDIA GPUs sitting in warehouses, and how Oracle issuing a force majeure notice over expected delays to its data center project in New Mexico is a wrench in basically every AI data center debt deal.
youtu.be/1CbvhJO8Nfo?...
youtu.be
Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron
YouTube video by The Tech Report