Eric Carroll on Nostr: This is *exactly* what I suspected was going on. The tell was the high GDP equipment ...
This is *exactly* what I suspected was going on.
The tell was the high GDP equipment capex but low physical datacentre & electrical capex build spends.
Data centres take time to ramp up.
Electricity takes even longer.
You can't wish or "disrupt" this away.
"Dark GPUs" at Amazon show the limits of the AI buildout: chips are easy to buy, power is not
https://www.techspot.com/news/114315-dark-gpus-amazon-show-limits-ai-buildout-chips.html> AWS is reportedly buying billions in Nvidia GB300 racks every month and storing them in warehouses
Published at
2026-10-26 13:34:14 UTCEvent JSON
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