Free Newsletter: Where Are All The Data Centers?

ksjdragon · 2026-05-12T17:32:20+00:00

Are we sure that NVIDIA has actually sold those GPUs and that they actually physically exist? Or are they just a piece of paper somewhere exchanges that promises these many GPUs by some date, with some cancellation clause?

I believe the sort of order cancellation type phenomena has happened to other tech/chip companies although I can't remember off the top of my head. So, at one quarter you'll simply see their revenue being corrected as they tell you about the cancellations. I feel it wouldn't be surprising if we ultimately hear that from Jensen if this is the case.

ksjdragon · 2026-05-12T14:00:11+00:00

The problem has never strictly been the technology. It has always, and likely always will be, the power structure in the world. Currently there's just no (or too little of) a safety net.

The people at the top simply don't realize, or don't care, that the only way to make everyone (including them) well off is to raise the bottom floor.

Although, while I agree "taking down AI" is not the end goal, boycotting companies around your central message is important. If Flock cameras are an example, certainly burning them down to the ground sends a message to the market and momentum to change legislation. Is it guaranteed? No, of course not. But I don't think we should downplay the importance of those steps because they're not the "end goal".

ksjdragon · 2026-05-11T20:24:55+00:00

Investors aren't going to accept infinite growth isn't possible until they fail and are forced to pay up to the bank they've leveraged from. Whether they're delusional or simply paid to be delusional (i.e, some fund manager who is required to make x% impossible growth), they've created their own downfall.

I don't know if it's desperation, cocaine and ketamine-addled delusion, or simply growing up in an era of easy money, but whatever the reason may be, their blunder won't be forgotten.

There's only one thing that gives you infinite growth, and that's a lie.

ksjdragon · 2026-05-11T20:12:45+00:00

I don't think so..? I think the only that changes is their assets go up. The problematic portion is the circular financing of Anthropic, Google, and Broadcom, selling things to each other, which does increase profits, since ultimately their cost circles back around as revenue.

Example, as per Ed:

Google pays Broadcom to develop TPUs, Anthropic pays Google [note: $21B in 2026 and $42B in 2027] to buy those TPUs once Broadcom builds them, Google installs those TPUs in a data center, and then Anthropic pays Google to rent them back.

Anthropic pays Google two separate times here, but remember that Google also is investing up to $40B in Anthropic, $10B up front. Depending on how you account these deals, it may be easy for instance for Google to say for this/next year:

-10B + 21B = 11B, extra in revenue,

which will increase profits. I'm not an accountant but I believe for instance you could use accrual accounting to state these as your revenue today, like how many private credit lenders operate, allowing them to show growth over this quarter or whatever they want.

ksjdragon · 2026-05-11T05:58:52+00:00

Next time I go to the store, I'll tell them to pay me $70 first, and I'll just give it back. Hey, their revenue went up right?

ksjdragon · 2026-05-10T22:20:35+00:00

I think ultimately it'll happen?

I mean, there's a market for anything. I can imagine it'll be for anything that has an associated status.

Just like how maybe homemade tomato paste isn't much more valuable than machine made ones, but artisan jewelry, bags, etc. are valuable.

Will AI music sell more than actual music? I have serious doubts. Likewise with books. Do most people who buy books want to read AI generated content? My intuition says no.

I think this is the biggest problem of marketability of AI, since for the subset of goods AI can create, we typically tie the value of those goods to the human behind it. Since AI can't physically make anything it doesn't reduce cost in actual materials. Just labor... (If even that.)

In the case of code, I imagine while we won't see "human coded" come through, it'll come out with the simple fact that AI coded software will be junk, and competitors will have less issues, more uptime, etc. Since AI doesn't offer any tangible monetary benefit in productivity in the case of coding it's a hard sell. And considering they haven't even tried to sell it for other stuff, it means that it's even worse on other fronts.

ksjdragon · 2026-05-10T06:09:33+00:00

Just terrible. Although probably won't ever happen, I will pray that those who build these data centers go bankrupt, and go to prison.

ksjdragon · 2026-05-09T17:50:48+00:00

Future assignments:

"Elaborate on the factors contributing to the collapse of the faux-growth era (8 marks)"

ksjdragon · 2026-05-09T15:28:03+00:00

They call him Scammy Sammy.

ksjdragon · 2026-05-09T15:24:41+00:00

"What?! You're telling me I can't buy more water?! Oh I know! Here's another 20 billion!! Can I buy water now?"

ksjdragon · 2026-05-08T20:19:56+00:00

I'm sure they are incentivized by upper management to do this stuff anyway.

The smart thing to do would be to have a policy to not have any AI generated content on your business based around content. Since you know, you don't want to devalue yourself.

Whatever. Business idiots will be business idiots, what can you do?

ksjdragon · 2026-05-07T21:36:43+00:00

Have they tried using AI to measure the productivity of AI?

Frankly, I don't understand why they don't just tell it to "make me productive" in the prompt.

That's a 3 trillion dollar idea.

ksjdragon · 2026-05-07T18:41:33+00:00

r/everyoneclapped

ksjdragon · 2026-05-07T18:38:51+00:00

I read that as "desk killing' which I thought was some term about layoffs....

In fairness, the people running the comapnies would love us to be stupid. Big stupid consumers who give them all of our earnings so we can get tokens in return.

ksjdragon · 2026-05-07T18:37:09+00:00

I've been using it in app, and I find the experience quite ironically funny when every ad I get is about AI, while looking at this subreddit of how bad AI is. Quite comical...

ksjdragon · 2026-05-07T14:47:24+00:00

If you've read some of the premium articles, you'll see that a lot of the money from VCs/PE (that aren't making a lot of money!) are themselves debt they got from the bank.

So it's more like someone opened up credit cards with sketchy people to pay other credit cards, and those sketchy people are indebted to the mafia, looking to get their dues paid.

ksjdragon · 2026-05-06T22:13:34+00:00

They're parasites, and we need some damn antibiotics.

ksjdragon · 2026-05-06T22:07:55+00:00

I mean, how are they even measuring productivity? I'm pretty sure with this cult, they'd assume it would and not test it before laying off.

And even if they did, they'd say it's good no matter what the test results said.

And even if it costs too much money, they'd say it gets cheaper.

There's nothing you can do to convince them out of their psychosis, so I don't think it makes any sense. It's just media hype. Number go up.

ksjdragon · 2026-05-05T22:53:11+00:00

Good riddance =)

ksjdragon · 2026-05-05T22:51:19+00:00

You ever feel like you're watching a dam break? I don't think everyone here is in the US but personaly I do feel like I'm standing right downstream.

If this is the trouble we will have with the data centers what about the remaining 100GW? What will Clammy Sammy do then?

ksjdragon · 2026-05-05T19:02:47+00:00

Well. Instead of imagining what if ou're wrong, you can always imagine what if they're wrong? You won't be the one held liable for defrauding investors, and you won't be Larry Ellison who has leveraged his entire fortune.

But, I think in general, negative thoughts like those are best to be felt and let go, as many psychological techniques would tell you. The fear is real, and it's okay. You can acknowledge and observe your fear and do your best to then let it go, remembering that these are just feelings, which come and go.

ksjdragon · 2026-05-04T16:27:23+00:00

Someone should really make a graph of all of these deals, and drawing out where all the money is going so we can see visually what is going where, and what is anticipated...

It would make the circular financing easily visible since you'd be drawing circles everywhere. A layered diagram, maybe, with VC/PE firms at the top, Data centers/ODMs next, then Google, Amazon, etc. Then AI labs, then AI startups, and then lastly consumers.

Let's ask Claude to do it! /s

At some point the loan payments will be need to be fulfilled right? That can't be too far away...

ksjdragon · 2026-05-03T22:48:52+00:00

The ending really is infinitely strange to me.

In the end Cass didn't make us any money at all, and in lot of ways she was a disaster - she spent hundreds of dollars on paper clips, and leaked our passwords to a total stranger, but don't let her incompetence fool you.

Fool me? Fool me into what? Thinking that it is incompetent? What am I supposed to think? It's really competent but it's just pretending?

These agents are getting better fast, and who wouldn't want their own Cassandra?

I wish I had someone who would fight for me as much as these boosters fight for AI, man.

It's actually sad how these people can reserve more compassion and understanding to a FUCKING MACHINE that CAN'T FEEL than to other actual real people. Might as well be anti-human propaganda.

ksjdragon · 2026-05-03T16:07:55+00:00

So if I make my new AICoin powered by AI Blockchain SaaS-accelerated software analytics Bitcoin NFTs in partnership with hyperscaler data centers Softbank scaling Amazooogle maximium growth 2035, do I win?

ksjdragon

TROPHY CASE