<p>In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Microsoft are overstating their AI capacity, and why the AI data center overbuild is magntiudes worse than the Dot Com era fiber buildout. </p> <p>Where’re All The AI Chips? https://www.wheresyoured.at/wherere-all-the-ai-chips/<br>Dario quote: https://www.dwarkesh.com/p/dario-amodei-2#:~:text=Basically%20I%E2%80%99m%20saying,that%20much%20compute </p> <p>Save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a></p> <p>YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to <a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code <strong>FREE99</strong> for free shipping on orders of $99 or more.</p> <p>---</p> <p>LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a></p> <p>Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a></p> <p>Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a> </p> <p>Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a></p> <p>Ed's Socials:</p> <p><a href="https://twitter.com/edzitron">https://twitter.com/edzitron</a></p> <p><a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a></p> <p><a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a></p> <p><a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a></p> <p>Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
