The AI Industry Is Lying To You
In a long newsletter post, Ed Zitron argues the AI industry is lying: only a fraction of the hundreds of gigawatts of announced US data center capacity is actually being built, with about 3GW of real absorption in 2025 against NVIDIA's surging GPU sales, which he calls a scandal hidden by eager press coverage. He also covers Supermicro co-founder Wally Liaw's arrest for allegedly smuggling over $510 million of NVIDIA GPUs to China, and says hyperscalers forcing staff to burn tokens on LLM coding are rotting their software, citing a security incident at Meta and Amazon outages.
