The Tech Report
Summaries
Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron
$200-300 billion worth of AI GPUs are estimated to sit uninstalled, and if borrowing costs tied to 10-year Treasuries reach 9-13%, interest payments—not accounting fraud or weak...
OpenAI is going to lose 90% of its revenue | Eli the Computer Guy
Key points Step by step how to
The hype around AI is dying | Eli the Computer Guy
Claims of reaching artificial general intelligence serve primarily to sustain investment capital and justify valuations rather than marking sudden technical breakthroughs, while...
Nvidia’s $350bn OpenAI loan is scaring everyone | Ed Zitron
The current AI industry is driven by circular financing and financial engineering rather than organic market demand. Companies are using debt and venture capital to fund infrast...
AI Bubble: ‘Frontier models have run their course’ | Eli the Computer Guy
The current AI industry resembles an unsustainable financial bubble, often acting like a technical Ponzi scheme where massive, multi-trillion-dollar infrastructure investments a...
The AI data center oversupply crisis is coming | Ed Zitron
The AI industry is trapped in an unsustainable cycle of overbuilding that mimics past market bubbles. Massive capital expenditures on data centers and chips have outpaced actual...