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‘Half of data centres aren’t getting built’ | Ed Zitron
Season 1
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“Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.”
Author of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins the Tech Report’s Isaac Pound to talk about how the Ai build out is not as big as it seems meanwhile Nvidia’s GPUs are going unused and losing value spelling trouble for CoreWeave’s GPU backed debt.
Ed's latest free newsletter: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/
Discount link for Where's Your Ed At: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/3o1fvrk88u#/
📩 Read Ed’s newsletter: https://wheresyoured.at
🎧 Listen to Ed’s podcast: https://betteroffline.com
For more from Ed:
BlueSky: @edzitron.com
Twitter: @EdZitron
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The AI market is wrong about Google’s TurboQuant | Boris Gamazaychikov
16:40||Season 1“I don’t think this is a magic solution to change the paradigm of how we use AI or the hardware.”AI sustainability leader Boris Gamazaychikov talks to the Tech Report’s Isaac Pound about why TurboQuant, Google’s new compression breakthrough, is another DeepSeek moment for the AI industry.Is Big Tech losing it's influence
38:49|Tech Journalist Natasha Bernal talks about the influence of big tech companies and does it outweigh their accountability? Will Guyatt tells us that there might be an end to the RAM crisis as OpenAI’s spending cuts throw their DRAM orders with Samsung and Sk Hynix into questionAnd Author of Where’s Your Ed At and host of Better Offline podcast Ed Zitron talks about how the AI build out is not as big as it seems. Also Nvidia’s GPUs are not being used could this cause trouble for CoreWEave’s GPU backed debtBig Tech is headed for a reckoning | Natasha Bernal
29:20||Season 1“I think we are approaching a reckoning.”Tech journalist Natasha Bernal talks to the Tech Report’s Isaac Pound about how people are becoming more wary of big tech companies whose influence far outweighs their accountability.The AI boom is a lie: Fake data centres and unused GPUs | Ed Zitron
32:38||Season 1“Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.”Author of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins the Tech Report’s Isaac Pound to talk about how the Ai build out is not as big as it seems meanwhile Nvidia’s GPUs are going unused and losing value spelling trouble for CoreWeave’s GPU backed debt.Ed's latest free newsletter: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/Discount link for Where's Your Ed At: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/3o1fvrk88u#/📩 Read Ed’s newsletter: https://wheresyoured.at 🎧 Listen to Ed’s podcast: https://betteroffline.comFor more from Ed: BlueSky: @edzitron.com Twitter: @EdZitronAI bubble won’t survive the war in Iran much longer | Tej Parikh
22:29||Season 1“If this is still going on for another month or so then we’re in a real problem territory.”The Financial Times’s Tej Parikh talks to the Tech Report’s Isaac Pound about how the blockade of the Strait of Hormuz is threatening to derail the AI boom and a major supply chain weakness has been exposed by the conflict.AI Bubble: Nobody will pay for unsubsidised AI | Ed Zitron
32:31||Season 1AI has made a recession unavoidable | Professor Steve Keen
28:37||Season 1Is the financial aspect of AI becoming too demanding? Also is Meta facing layoffs?
29:57|Tech journalist Natasha Bernal joins the Tech Report’s Isaac Pound to talk about Meta considering plans to cut 20% of its workforce as their latest AI model faces delays.