Tech observers characterize analysis as exposing 'financial kayfabe'
2 Sep 22 11:29 AM · 3d ago · 1 post · 1 source · development 2 of 2
On Mastodon, observer davidgerard@circumstances.run responded to Zitron's findings by characterizing the AI infrastructure claims as largely theatrical financial performance rather than genuine technological deployment.
“lol so much of this shit is financial kayfabe”
davidgerard@circumstances.run
Ed Zitron Tech analyst and investigative journalistMicrosoft Cloud infrastructure providerNVIDIA GPU chip manufacturer
Satya Nadella Microsoft CEO
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What people said 4 voices · verbatim
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My daughter was reading the latest Ed Zitron piece (link below) and as an accounting student she just HAD to make a few memes. I am SO PROUD OF HER. https://www. wheresyoured.at/wherere-all-th e-ai-chips/
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> Today’s newsletter is about a cruel truth: that NVIDIA’s revenue growth is almost entirely the result of speculative purchases by hyperscalers and neoclouds that take years to install its GPUs. https://www. wheresyoured.at/wherere-all-th e-ai-chips/?ref=ed-zitrons-wheres-your-ed-at-newsletter lol so much of this shit is financial kayfabe
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No sé si habéis leído la última pieza del bueno de Ed Zitron pero viene a decir que toda esa RAM que las empresas de IA han comprado para sus centros de datos (motivo por el cual los precios son los que son) está básicamente pudriéndose en almacenes porque resulta que construir centros de datos y la infraestructura energética para operar era más…
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"What a fucking waste. I don’t enjoy finding this stuff out. I wish we’d have stopped doing this years ago. " https://www. wheresyoured.at/wherere-all-th e-ai-chips/
All 2 developments of Ed Zitron: Microsoft misleading public on AI chip capacity… →
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