this post was submitted on 08 Jul 2026
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Isn't this one of Zitron's oft-cited horsemen?
He's mentioned in the third paragraph of the link. But yes, it is. In order for it to be "worth" burning a trillion dollars every year on AI, then there has to be a time in the near future, 2030 or so, where AI will be making unimaginable trillions. If the datacentres aren't being built, then that money can't possibly be coming in as planned. That makes the massive investment in NVidia's GPUs look extremely shaky - why buy them if they'll never be turned on? - and it means Oracle will be completely in the shit.
Ed's arguments have been, "if any link in the chain fails, the whole thing falls down". I think he'd been leaning towards "banks being unwilling to keep financing datacentre builds on debt" as the most likely stumbling block, but just being unable to power the damned things for want of infrastructure and skilled engineering, as here, is a problem he talks about frequently too.
He thinks it's likely it'll bring down the entire tech industry, since they're now full of idiotic MBAs with no other big ideas. And frankly, it's about time.