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Premium: This is The Hater's Guide To NVIDIA: A 14k word guide to how NVIDIA makes its money, how millions of Blackwell GPUs have been sold with nowhere for them to be installed, and how NVIDIA's future relies on companies raising hundreds of billions in debt. www.wheresyoured.at/the-haters-g...

wheresyoured.atThe Hater's Guide To NVIDIAThis piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The (thousands of) words after the premium break get into arduous detail, but I’ve wr...

NVIDIA's story is insane. Data centers take years to build, cost hundreds of millions of dollars in construction, labor and permitting, and require massive amounts of power, and *to this day* we still lack a complete understanding of what they cost to run. www.wheresyoured.at/the-haters-g...

24/11/25, 5:04 pm14 reposts152 likes

Every year, NVIDIA makes a new GPU that's more power hungry (requiring even more power + data centers) and even more expensive, to the point that this company can no longer rely on customers cash flow. NVIDIA is fueled by private debt that must eventually run out. www.wheresyoured.at/the-haters-g...

A dirty little secret of the AI boom is that it appears everybody loses money on buying AI GPUs, as the incredible upfront costs (billions) put every data center in a deep, dark hole - and because GPUs are so power-hungry, it's difficult to make any margin at all. www.wheresyoured.at/the-haters-g...

GPUs are expensive to install, expensive to run...and the AI services that run on them *don't make much money from consumers* and lose incredible amounts of money due to the inconsistent and hard-to-predict costs of LLMs. There's no fixing this problem. www.wheresyoured.at/the-haters-g...

NVIDIA has sold over $200 billion in GPUs to companies building AI services that do not make money and have no path to profitability. The expensive, hard-to-gauge costs of LLMs combined with the burdensome costs of GPUs spell disaster. www.wheresyoured.at/the-haters-g...

@laneranger.bsky.social

How long until Mike Braun asks Trump for a special presidential energy project for small nuke plants to fuel AI data centers?? www.koamnewsnow.com/news/local-n...

koamnewsnow.comUnderground nuclear reactor construction to begin in ParsonsDeep Fission, a company that makes small advanced nuclear reactors, has chosen a location in Parsons, Kansas, to build a test version of its new underground reactor.