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We’re made to believe that the growth in AI compute is moving at breakneck speed — even though all the evidence says otherwise. Data-center capacity announcements halved in Q42025, and the majority of data center projects are still in planning. www.wheresyoured.at/the-ai-industry-is-lying-to-you/

Despite 200GW+ of capacity being announced in the last year or two, the reality is that construction is slow, and power is near-impossible to build at the rate necessary. I estimate only 3GW of AI compute capacity came online in America in 2025. www.wheresyoured.at/the-ai-industry-is-lying-to-you/

24/3/26, 5:50 pm7 reposts75 likes

At the current rate, based on NVIDIA's last quarter of revenue ($62.3bn, or around $43bn in America), it's taking about 6 months to bring online a single quarter of NVIDIA's data center revenue. At some point it becomes foolish to buy more GPUs. www.wheresyoured.at/the-ai-industry-is-lying-to-you/

The AI data center bubble is filled with non-existent data centers that somehow raise billions of dollars for projects that don't seem to be being built. Every single project appears to be behind schedule - and most haven't even been started. www.wheresyoured.at/the-ai-industry-is-lying-to-you/

Parallel to this is another scam - and one of greater legal consequence - thousands of high-end AI GPUs keep on finding their way to China, despite that being very illegal. I find it very surprising that Jensen Huang of NVIDIA was unaware. www.wheresyoured.at/the-ai-industry-is-lying-to-you/