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Free newsletter: Despite stories about gigawatts of capacity coming online, I've found that the vast majority of announced data centers have yet to be built, with many running far behind schedule. I now believe NVIDIA is warehousing at least a million GPUs. www.wheresyoured.at/where-are-al...

wheresyoured.atWhere Are All The Data Centers?If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, includ...

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